LODESTAR PRIVATE ASSET MANAGEMENT LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1963040
ALAMO, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$25,638,592
-$1,260,941 QoQ
Shares Held
119,216
-2.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.20%
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 | $25,638,592 | 119,216 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $26,899,533 | 122,393 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $26,834,565 | 124,355 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $25,410,394 | 124,153 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $24,368,247 | 125,616 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $24,318,756 | 124,183 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $24,391,683 | 123,153 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $22,551,496 | 123,536 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $22,374,655 | 122,527 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $20,356,495 | 119,463 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $18,362,653 | 118,179 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $19,288,724 | 118,751 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $18,354,757 | 119,179 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $18,447,497 | 121,485 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||