San Luis Wealth Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1844709
SAN LUIS OBISPO, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$6,239,105
-$5,294,949 QoQ
Shares Held
29,011
-44.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,239,105 | 29,011 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,534,054 | 52,480 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,137,814 | 46,980 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $8,431,994 | 41,198 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,162,498 | 36,922 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $6,940,802 | 35,443 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,322,867 | 31,924 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $5,433,053 | 29,762 | Shares | Sole | 2024-07-12 | |
| 2023-06-30 | $3,273,776 | 20,155 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,525,750 | 22,893 | Shares | Sole | 2023-05-10 | |
| 2022-03-31 | $9,271,984 | 57,178 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $5,490,278 | 35,744 | Shares | Sole | 2021-11-09 | |
| 2020-12-31 | $5,888,059 | 41,709 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||