DOPKINS WEALTH MANAGEMENT, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1904152
WILLIAMSVILLE, NY
Position in VIG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$324,310
-$601,671 QoQ
Shares Held
1,508
-75.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,310 | 1,508 | Shares | Sole | 2026-04-20 | |
| 2022-12-31 | $925,981 | 6,098 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $818,934 | 6,059 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $869,284 | 6,059 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,052,904 | 6,493 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,114,829 | 6,491 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||