Wheelhouse Advisory Group LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1998946
ST. LOUIS, MO
Position in VIG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$19,956,492
-$9,861 QoQ
Shares Held
92,795
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
43.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,956,492 | 92,795 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $19,966,353 | 90,847 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $18,185,918 | 84,276 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $16,355,589 | 79,912 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $14,919,382 | 76,908 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,245,065 | 72,742 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $13,773,884 | 69,544 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,252,938 | 67,121 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $11,627,143 | 63,672 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,172,198 | 59,696 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||