Essential Planning, LLC.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1949824
PORTSMOUTH, NH
Position in VIG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$573,565
-$97,423 QoQ
Shares Held
2,667
-12.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $573,565 | 2,667 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $670,988 | 3,053 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $658,375 | 3,051 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $639,798 | 3,126 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $606,412 | 3,126 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $27,650,608 | 141,197 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $632,405 | 3,193 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $588,906 | 3,226 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $663,604 | 3,634 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $619,233 | 3,634 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $556,105 | 3,579 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $630,228 | 3,880 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $653,464 | 4,243 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $901,381 | 5,936 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $247,072 | 1,828 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||