Blue Zone Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1803106
LOS ANGELES, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$741,311
+$54,499 QoQ
Shares Held
3,447
+10.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $741,311 | 3,447 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $686,812 | 3,125 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $633,343 | 2,935 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $493,254 | 2,410 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $424,838 | 2,190 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $327,231 | 1,671 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $294,713 | 1,488 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $231,108 | 1,266 | Shares | Sole | 2024-07-12 | |
| 2022-03-31 | $308,914 | 1,905 | Shares | Sole | 2022-04-08 | |
| No filing history on record for this holder in this stock. | ||||||