WealthPlan Investment Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1929986
OMAHA, NE
Position in VIG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$803,679
-$218,078 QoQ
Shares Held
3,737
-19.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $803,679 | 3,737 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,021,757 | 4,649 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,023,491 | 4,743 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,049,956 | 5,130 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $1,416,126 | 7,300 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,809,676 | 19,454 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $844,725 | 4,265 | Shares | Sole | 2024-11-05 | |
| 2023-03-31 | $11,088 | 72 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||