Flywheel Private Wealth LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2029680
Los Altos, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$21,653,746
-$223,814 QoQ
Shares Held
100,687
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
25.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,653,746 | 100,687 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $21,877,560 | 99,543 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $18,015,228 | 83,485 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $15,975,516 | 78,055 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $15,093,973 | 77,808 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $14,990,982 | 76,551 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||