Wealth Dimensions Group, Ltd.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1846462
CINCINNATI, OH
Position in VIG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,123,043
-$29,483 QoQ
Shares Held
5,222
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.70%
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 | $1,123,043 | 5,222 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,152,526 | 5,244 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,149,513 | 5,327 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,047,091 | 5,116 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $910,783 | 4,695 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $963,287 | 4,919 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $649,438 | 3,279 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $598,581 | 3,279 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $583,621 | 3,196 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $544,598 | 3,196 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $796,633 | 5,127 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $831,316 | 5,118 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $384,408 | 2,496 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $245,389 | 1,616 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $218,418 | 1,616 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $231,847 | 1,616 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $262,050 | 1,616 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $277,548 | 1,616 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $248,217 | 1,616 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $250,140 | 1,616 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $237,681 | 1,616 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $227,283 | 1,610 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||