Roger Wittlin Investment Advisory, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1911328
San Francisco, CA
Position in VIG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$992,932
-$678,275 QoQ
Shares Held
4,617
-39.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $992,932 | 4,617 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,671,207 | 7,604 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,830,330 | 8,482 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,746,653 | 8,534 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,666,374 | 8,590 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,680,808 | 8,583 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,685,292 | 8,509 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,571,025 | 8,606 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,305,268 | 12,624 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,030,564 | 17,785 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,735,154 | 17,603 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,915,456 | 17,949 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,542,705 | 16,510 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,452,225 | 16,149 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $326,952 | 2,419 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,617,567 | 39,155 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $6,346,131 | 39,135 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||