Commonwealth Retirement Investments LLC
PensionPosition in VIG — Vanguard Dividend Appreciation ETF
CIK 1963787
RICHMOND, VA
Position in VIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$426,894
+$46,455 QoQ
Shares Held
1,985
+14.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426,894 | 1,985 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $380,439 | 1,731 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $385,400 | 1,786 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $378,434 | 1,849 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $376,146 | 1,939 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $398,905 | 2,037 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $449,398 | 2,269 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $440,493 | 2,413 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $526,282 | 2,882 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $476,949 | 2,799 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $445,319 | 2,866 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $538,130 | 3,313 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $574,149 | 3,728 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $513,556 | 3,382 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||