Rooted Wealth Advisors, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1963732
BOURBONNAIS, IL
Position in VIG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,419,454
+$148,689 QoQ
Shares Held
15,900
+6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.80%
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 | $3,419,454 | 15,900 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,270,765 | 14,882 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,437,919 | 57,639 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $11,116,241 | 54,313 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,323,953 | 53,219 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $10,279,508 | 52,492 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,255,739 | 46,732 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,230,988 | 39,611 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,778,665 | 37,121 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $6,105,943 | 35,833 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,911,717 | 31,611 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $4,520,102 | 27,828 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,119,305 | 26,747 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,918,405 | 19,219 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||