SkyOak Wealth, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1800379 SOUTHFIELD, MI

Position in VIG

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$7,156,336

-$160,359 QoQ

Shares Held

33,276

-0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,156,336	33,276	-0.0%	Shares	Sole	2026-04-30
2025-12-31	$7,316,695	33,291	-0.3%	Shares	Sole	2026-02-05
2025-09-30	$7,202,422	33,377	-1.4%	Shares	Sole	2025-10-23
2025-06-30	$6,926,646	33,843	0.0%	Shares	Sole	2025-07-30
2025-03-31	$6,565,203	33,843	+3.0%	Shares	Sole	2025-05-01
2024-12-31	$6,435,169	32,861	+3.2%	Shares	Sole	2025-01-24
2024-09-30	$6,305,240	31,835	+1.1%	Shares	Sole	2024-11-04
2024-06-30	$5,748,499	31,490	+2.1%	Shares	Sole	2024-08-12
2024-03-31	$5,632,240	30,843	+0.9%	Shares	Sole	2024-04-29
2023-12-31	$5,210,491	30,578	+2.7%	Shares	Sole	2024-01-12
2023-09-30	$4,628,459	29,788	-1.8%	Shares	Sole	2023-10-24
2023-06-30	$4,928,613	30,343	+1.4%	Shares	Sole	2023-07-20
2023-03-31	$4,610,443	29,936	-1.1%	Shares	Sole	2023-05-02
2022-12-31	$4,594,829	30,259	+2.9%	Shares	Sole	2023-01-26
2022-09-30	$3,976,407	29,420	-3.0%	Shares	Sole	2022-10-25
2022-06-30	$4,349,723	30,318	+3.3%	Shares	Sole	2022-07-26
2022-03-31	$4,760,044	29,354	+5.8%	Shares	Sole	2022-04-18
2021-12-31	$4,763,658	27,736	+2.5%	Shares	Sole	2022-01-24
2021-09-30	$4,156,108	27,058	+1.5%	Shares	Sole	2021-10-21
2021-06-30	$4,124,689	26,647	-0.3%	Shares	Sole	2021-07-19
2021-03-31	$3,929,977	26,720	+0.2%	Shares	Sole	2021-04-29
2020-12-31	$3,765,286	26,672	-0.1%	Shares	Sole	2021-02-02
2020-09-30	$3,435,350	26,701	-12.3%	Shares	Sole	2020-11-03
2020-06-30	$3,569,302	30,460	+364.8%	Shares	Sole	2020-08-10
2020-03-31	$677,618	6,554	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.