West Financial Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1843684
DES MOINES, IA
Position in VIG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$8,000,877
-$341,971 QoQ
Shares Held
37,203
-2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.20%
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%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,000,877 | 37,203 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,342,848 | 37,960 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $9,852,108 | 45,656 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $9,450,023 | 46,172 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $9,039,352 | 46,597 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9,358,324 | 47,788 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $9,831,104 | 49,637 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $9,109,975 | 49,904 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $9,361,136 | 51,263 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $9,384,950 | 55,076 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $8,574,800 | 55,186 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $9,006,093 | 55,446 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $9,041,619 | 58,708 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $9,711,718 | 63,956 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $9,062,478 | 67,050 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $9,720,092 | 67,750 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $10,967,205 | 67,632 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $19,429,734 | 113,128 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $18,133,708 | 118,058 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $17,620,984 | 113,838 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $16,789,623 | 114,153 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $16,471,292 | 116,677 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||