WFA of San Diego, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1821407 SAN DIEGO, CA

Position in VIG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,094,043

+$150,302 QoQ

Shares Held

13,076

-4.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

5.47%

of 13F equity value

Holder Rank

#247

of 591 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,094,043	13,076	-4.5%	Shares	Sole	2026-08-14
2026-03-31	$2,943,741	13,688	+6.2%	Shares	Sole	2026-05-11
2025-12-31	$2,832,085	12,886	+7.7%	Shares	Sole	2026-02-17
2025-09-30	$2,580,848	11,960	-0.7%	Shares	Sole	2026-02-17
2025-06-30	$2,466,273	12,050	+40.1%	Shares	Sole	2025-08-15
2024-09-30	$1,703,315	8,600	+2.1%	Shares	Sole	2024-11-13
2024-06-30	$1,537,800	8,424	+9.5%	Shares	Sole	2024-08-14
2023-09-30	$1,195,649	7,695	-8.4%	Shares	Sole	2023-11-02
2023-06-30	$1,363,924	8,397	-46.4%	Shares	Sole	2023-08-10
2023-03-31	$2,411,796	15,660	+3.8%	Shares	Sole	2023-04-17
2022-12-31	$2,291,872	15,093	-0.1%	Shares	Sole	2023-01-31
2022-09-30	$2,041,726	15,106	+14.9%	Shares	Sole	2022-10-18
2022-06-30	$1,886,200	13,147	+1.6%	Shares	Sole	2022-07-28
2022-03-31	$2,099,161	12,945	-1.4%	Shares	Sole	2022-04-25
2021-12-31	$2,253,875	13,123	+4.3%	Shares	Sole	2022-02-07
2021-09-30	$1,933,363	12,587	+2.8%	Shares	Sole	2021-10-25
2021-06-30	$1,895,403	12,245	+7.4%	Shares	Sole	2021-08-11
2021-03-31	$1,677,006	11,402	-8.3%	Shares	Sole	2021-05-14
2020-12-31	$141,000	12,431	-9.6%	Shares	Sole	2021-02-11
2020-09-30	$1,768,689	13,747	+24.9%	Shares	Sole	2020-11-06
2020-06-30	$1,289,331	11,003	—	Shares	Sole	2020-08-27
No filing history on record for this holder in this stock.