StrongBox Wealth, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1812155
Lee's Summit, MO
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,804,039
-$53,317 QoQ
Shares Held
26,988
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,804,039 | 26,988 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,857,356 | 26,651 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,769,145 | 26,735 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $5,245,896 | 25,631 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,923,466 | 25,380 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,116,254 | 26,126 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $5,256,908 | 26,542 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,961,526 | 27,179 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,709,821 | 36,744 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,752,270 | 39,626 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $6,111,716 | 39,334 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,337,693 | 39,018 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,985,598 | 38,865 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,401,304 | 35,570 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,853,141 | 28,508 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,343,725 | 16,336 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,723,152 | 16,793 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,079,821 | 17,932 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,724,556 | 17,738 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,766,097 | 17,870 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,721,568 | 18,504 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $3,185,642 | 22,566 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,975,005 | 23,123 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,879,346 | 24,572 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,950,543 | 28,538 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||