Lakeridge Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2012028
MENTOR, OH
Position in VIG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$696,149
-$13,520 QoQ
Shares Held
3,237
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $696,149 | 3,237 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $709,669 | 3,229 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $637,659 | 2,955 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $604,595 | 2,954 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $532,308 | 2,744 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $589,252 | 3,009 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $589,822 | 2,978 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $625,781 | 3,428 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $580,882 | 3,181 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $552,607 | 3,243 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||