LJI Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1988563
Indianapolis, IN
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$364,741
-$7,786 QoQ
Shares Held
1,696
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
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 | $364,741 | 1,696 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $372,527 | 1,695 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $376,121 | 1,743 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $346,915 | 1,695 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $328,813 | 1,695 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $331,931 | 1,695 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $541,892 | 2,736 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $499,091 | 2,734 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $499,255 | 2,734 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $465,703 | 2,733 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $424,032 | 2,729 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $441,159 | 2,716 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $433,692 | 2,816 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $358,973 | 2,364 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||