Rockwood Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1983670
New Hope, PA
Position in VIG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$985,189
-$27,557 QoQ
Shares Held
4,581
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $985,189 | 4,581 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,012,746 | 4,608 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $755,265 | 3,500 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $716,345 | 3,500 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $678,965 | 3,500 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $689,713 | 3,522 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $696,378 | 3,516 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $608,074 | 3,331 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $578,873 | 3,170 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $370,620 | 2,175 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $336,553 | 2,166 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $351,823 | 2,166 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $332,199 | 2,157 | Shares | Sole | 2023-07-20 | |
| 2022-12-31 | $327,540 | 2,157 | Shares | Sole | 2023-07-20 | |
| 2022-09-30 | $264,913 | 1,960 | Shares | Sole | 2023-07-20 | |
| 2022-06-30 | $346,336 | 2,414 | Shares | Sole | 2023-07-20 | |
| 2022-03-31 | $256,374 | 1,581 | Shares | Sole | 2023-07-20 | |
| 2021-12-31 | $244,228 | 1,422 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||