Agate Pass Investment Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1900409
BAINBRIDGE ISLAND, WA
Position in VIG
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,003,685
+$19,730 QoQ
Shares Held
4,667
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,003,685 | 4,667 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $983,955 | 4,477 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $980,765 | 4,545 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $963,995 | 4,710 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $861,315 | 4,440 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $869,485 | 4,440 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $894,240 | 4,515 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $903,439 | 4,949 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $745,596 | 4,083 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $617,529 | 3,624 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $563,097 | 3,624 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $588,646 | 3,624 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $558,132 | 3,624 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $534,663 | 3,521 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $484,954 | 3,588 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $517,639 | 3,608 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $553,776 | 3,415 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $565,229 | 3,291 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||