Yoder Wealth Management, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1973967
WALNUT CREEK, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$6,089,423
-$598,042 QoQ
Shares Held
28,315
-6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,089,423 | 28,315 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,687,465 | 30,428 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,066,445 | 37,381 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,156,508 | 39,852 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,852,715 | 40,480 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,345,295 | 42,615 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,565,500 | 43,247 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,961,918 | 43,615 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $8,205,397 | 44,934 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,854,247 | 46,093 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $7,185,703 | 46,246 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $7,615,692 | 46,886 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,062,577 | 52,351 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||