Root Financial Partners, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1977181
ENCINITAS, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,570,368
+$364,655 QoQ
Shares Held
7,302
+33.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,570,368 | 7,302 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,205,713 | 5,486 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $644,348 | 2,986 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $700,994 | 3,425 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $590,117 | 3,042 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $703,029 | 3,590 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $508,221 | 2,566 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $226,909 | 1,243 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||