Golden State Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1776033
SANTA ANA, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$5,904,257
-$13,099 QoQ
Shares Held
27,454
+2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,904,257 | 27,454 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,917,356 | 26,924 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,787,919 | 26,822 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,485,565 | 26,802 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,817,159 | 24,832 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,449,845 | 22,723 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $2,348,887 | 14,485 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,762,155 | 10,260 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,576,243 | 10,262 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,499,295 | 9,686 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,404,761 | 9,551 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,368,360 | 9,693 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,184,443 | 9,206 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $953,024 | 8,133 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $801,272 | 7,750 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||