Rothschild Wealth LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1811345
OAK BROOK, IL
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,429,421
+$40,564 QoQ
Shares Held
6,041
-6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#315
of 591 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,429,421 | 6,041 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,388,857 | 6,458 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,419,339 | 6,458 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||