Western Pacific Wealth Management, LP
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1907320
Lake Forest, IL
Position in VIG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$11,535,173
-$236,243 QoQ
Shares Held
53,637
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.84%
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 | $11,535,173 | 53,637 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,771,416 | 53,560 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,652,473 | 49,365 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,712,000 | 47,452 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $8,182,110 | 42,178 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,272,446 | 42,243 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,362,687 | 42,223 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $7,638,439 | 41,843 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,593,106 | 41,581 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,314,172 | 37,055 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,632,369 | 36,249 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $5,701,130 | 35,099 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,571,324 | 29,682 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,396,209 | 28,951 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,877,199 | 28,686 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,721,898 | 25,942 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,206,754 | 25,942 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,684,352 | 9,807 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||