Wellspring Financial Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1811308
CLEVELAND, OH
Position in VIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,492,760
-$205,918 QoQ
Shares Held
11,591
-5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.56%
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%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,492,760 | 11,591 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,698,678 | 12,279 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,628,969 | 12,183 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,606,677 | 12,736 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,471,626 | 12,741 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,531,690 | 12,928 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,555,964 | 12,905 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,353,982 | 12,895 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,709,019 | 14,835 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,526,009 | 14,824 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,483,127 | 15,981 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,593,844 | 15,969 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,459,385 | 15,969 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,422,918 | 15,956 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,154,585 | 15,941 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,285,190 | 15,928 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,580,938 | 15,916 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,831,298 | 16,485 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $2,440,857 | 15,891 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,458,065 | 15,880 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,561,986 | 17,419 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,404,125 | 17,030 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,243,187 | 17,435 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,041,158 | 17,419 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,800,950 | 17,419 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||