Luminvest Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2036517
SCOTTSDALE, AZ
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,247,348
-$35,288 QoQ
Shares Held
5,800
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,247,348 | 5,800 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,282,636 | 5,836 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,305,097 | 6,048 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,302,519 | 6,364 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,246,191 | 6,424 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,306,969 | 6,674 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,394,936 | 7,043 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,269,087 | 6,952 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||