Cerro Pacific Wealth Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1842669
San Luis Obispo, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$9,316,829
-$1,185,138 QoQ
Shares Held
43,322
-9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,316,829 | 43,322 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,501,967 | 47,784 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,932,568 | 50,663 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $11,543,183 | 56,399 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,326,281 | 53,231 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $10,170,039 | 51,933 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,691,872 | 53,983 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $9,743,058 | 53,372 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $8,408,483 | 54,597 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,709,120 | 50,768 | Shares | Other | 2023-01-19 | |
| 2022-09-30 | $6,619,325 | 48,974 | Shares | Other | 2022-10-12 | |
| 2022-06-30 | $7,174,217 | 50,005 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $7,757,410 | 47,838 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $7,567,648 | 44,062 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $6,469,632 | 42,120 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $6,603,650 | 42,662 | Shares | Other | 2021-08-16 | |
| 2020-12-31 | $6,708,116 | 47,518 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||