Lodestone Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1950158
SPOKANE, WA
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$341,300
-$6,611 QoQ
Shares Held
1,587
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,300 | 1,587 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $347,911 | 1,583 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $352,385 | 1,633 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $328,700 | 1,606 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $311,547 | 1,606 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $257,516 | 1,315 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $282,037 | 1,424 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $258,855 | 1,418 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $258,940 | 1,418 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $247,250 | 1,451 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||