Windward Private Wealth Management Inc.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1835866 OVERLAND PARK, KS

Position in VIG

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$7,766,031

-$251,103 QoQ

Shares Held

36,111

-1.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

10.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,766,031	36,111	-1.0%	Shares	Sole	2026-05-06
2025-12-31	$8,017,134	36,478	-2.8%	Shares	Sole	2026-02-02
2025-09-30	$8,099,893	37,536	-0.5%	Shares	Sole	2025-11-05
2025-06-30	$7,719,333	37,716	-0.4%	Shares	Sole	2025-07-22
2025-03-31	$7,345,625	37,866	-4.0%	Shares	Sole	2025-05-08
2024-12-31	$7,726,668	39,456	-6.1%	Shares	Sole	2025-01-30
2024-09-30	$8,319,312	42,004	-4.5%	Shares	Sole	2024-11-01
2024-06-30	$8,032,930	44,004	-6.0%	Shares	Sole	2024-07-23
2024-03-31	$8,548,339	46,812	-5.4%	Shares	Sole	2024-05-07
2023-12-31	$8,435,822	49,506	-0.4%	Shares	Sole	2024-01-30
2023-09-30	$7,719,278	49,680	-1.8%	Shares	Sole	2023-11-06
2023-06-30	$8,219,120	50,601	-2.0%	Shares	Sole	2023-07-20
2023-03-31	$7,949,842	51,619	-2.9%	Shares	Sole	2023-04-25
2022-12-31	$8,069,309	53,140	-0.5%	Shares	Sole	2023-01-25
2022-09-30	$7,221,328	53,428	+1.8%	Shares	Sole	2022-10-26
2022-06-30	$7,530,883	52,491	-2.1%	Shares	Sole	2022-07-19
2022-03-31	$8,692,586	53,605	-8.6%	Shares	Sole	2022-05-10
2021-12-31	$10,073,996	58,655	-1.3%	Shares	Sole	2022-02-08
2021-09-30	$9,126,912	59,420	-1.8%	Shares	Sole	2021-10-29
2021-06-30	$9,368,509	60,524	-0.7%	Shares	Sole	2021-07-29
2021-03-31	$8,960,260	60,921	-5.1%	Shares	Sole	2021-05-06
2020-12-31	$9,060,572	64,182	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.