DEFINED WEALTH MANAGEMENT, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1849518
BEAVERTON, OR
Position in VIG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,132,104
-$54,267 QoQ
Shares Held
9,914
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.46%
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 | $2,132,104 | 9,914 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,186,371 | 9,948 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,161,568 | 10,017 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,065,938 | 10,094 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,984,711 | 10,231 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,005,886 | 10,243 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,032,689 | 10,263 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,880,812 | 10,303 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,892,752 | 10,365 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,767,218 | 10,371 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,606,629 | 10,340 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,671,567 | 10,291 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,403,647 | 9,114 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,782,296 | 38,079 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $5,551,561 | 41,074 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $6,167,057 | 42,985 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $7,070,824 | 43,604 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,867,595 | 39,986 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,342,758 | 41,294 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $6,019,937 | 38,891 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $6,222,660 | 42,308 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $4,986,971 | 35,326 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||