DIVERSIFY WEALTH MANAGEMENT, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2030780
SANDY, UT
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,149,582
-$474,589 QoQ
Shares Held
19,295
-8.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,149,582 | 19,295 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,624,171 | 21,040 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,666,458 | 21,625 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,655,423 | 22,746 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,509,297 | 23,245 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,127,416 | 26,183 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,171,148 | 26,109 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,416,588 | 7,760 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||