BNC WEALTH MANAGEMENT, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1821549 BEAVERTON, OR

Position in VIG

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$1,678,113

-$118,368 QoQ

Shares Held

7,803

-4.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,678,113	7,803	-4.5%	Shares	Sole	2026-04-13
2025-12-31	$1,796,481	8,174	-12.1%	Shares	Sole	2026-01-22
2025-09-30	$2,005,552	9,294	+2.7%	Shares	Sole	2025-10-10
2025-06-30	$1,851,444	9,046	+19.6%	Shares	Sole	2025-07-15
2025-03-31	$1,466,758	7,561	-2.0%	Shares	Sole	2025-04-16
2024-12-31	$1,511,415	7,718	-3.2%	Shares	Sole	2025-01-15
2024-09-30	$1,579,726	7,976	-0.1%	Shares	Sole	2024-10-31
2024-06-30	$1,456,749	7,980	-0.7%	Shares	Sole	2024-08-05
2024-03-31	$1,468,184	8,040	0.0%	Shares	Sole	2024-04-16
2023-12-31	$1,370,016	8,040	-0.1%	Shares	Sole	2024-01-09
2023-09-30	$1,250,653	8,049	+3.1%	Shares	Sole	2023-10-25
2023-06-30	$1,268,415	7,809	-15.9%	Shares	Sole	2023-07-28
2023-03-31	$1,429,828	9,284	0.0%	Shares	Sole	2023-04-21
2022-12-31	$1,409,775	9,284	+9.4%	Shares	Sole	2023-01-23
2022-09-30	$1,146,832	8,485	+67.4%	Shares	Sole	2022-10-13
2022-06-30	$727,249	5,069	+3.8%	Shares	Sole	2022-07-25
2022-03-31	$791,665	4,882	-0.1%	Shares	Sole	2022-04-20
2021-12-31	$838,998	4,885	+8.6%	Shares	Sole	2022-01-19
2021-09-30	$690,739	4,497	-0.0%	Shares	Sole	2021-10-28
2021-06-30	$696,245	4,498	-0.3%	Shares	Sole	2021-07-20
2021-03-31	$663,330	4,510	-87.9%	Shares	Sole	2021-05-19
2020-12-31	$5,263,805	37,287	+6.9%	Shares	Sole	2021-03-05
2020-09-30	$4,488,304	34,885	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.