Shira Ridge Wealth Management
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1961210
LARKSPUR, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$2,080,275
-$1,677,963 QoQ
Shares Held
9,673
-43.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,080,275 | 9,673 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,758,238 | 17,100 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,754,040 | 26,665 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,346,389 | 26,122 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,279,437 | 27,215 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,803,122 | 24,527 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,640,347 | 23,429 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,599,146 | 14,238 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,430,904 | 13,312 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,359,017 | 13,844 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,135,698 | 13,745 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,070,170 | 12,745 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,940,834 | 12,602 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,540,146 | 16,728 | Shares | Sole | 2023-01-12 | |
| No filing history on record for this holder in this stock. | ||||||