JEPPSON WEALTH MANAGEMENT, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1831263
MANHATTAN BEACH, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$429,474
-$33,602 QoQ
Shares Held
1,997
-5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $429,474 | 1,997 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $463,076 | 2,107 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $454,669 | 2,107 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $431,239 | 2,107 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $414,556 | 2,137 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $426,321 | 2,177 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $431,176 | 2,177 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $397,411 | 2,177 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $402,107 | 2,202 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $386,296 | 2,267 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $344,477 | 2,217 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $360,919 | 2,222 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $351,450 | 2,282 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $360,491 | 2,374 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $274,104 | 2,028 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $308,603 | 2,151 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||