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WILLNER & HELLER, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1927796 ENCINO, CA

Position in VIG

as of Mar 31, 2026 · filed Apr 17, 2026
Position Value
$891,208
-$17,142 QoQ
Shares Held
4,144
+0.3% QoQ
Ownership
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
15 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
15 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $891,208 4,144
2025-12-31 $908,350 4,133
2025-09-30 $890,996 4,129
2025-06-30 $841,398 4,111
2025-03-31 $797,492 4,111
2024-12-31 $892,005 4,555
2024-09-30 $905,728 4,573
2024-06-30 $830,967 4,552
2024-03-31 $831,240 4,552
2023-12-31 $780,432 4,580
2022-12-31 $684,084 4,505
2022-09-30 $606,327 4,486
2022-06-30 $645,615 4,500
2022-03-31 $745,125 4,595
2021-12-31 $802,416 4,672