Wealthspire Retirement, LLC
PensionPosition in VIG — Vanguard Dividend Appreciation ETF
CIK 2040084
ALISO VIEJO, CA
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,837,976
+$498,740 QoQ
Shares Held
16,220
+4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#231
of 591 holders
Holding Since
Jun 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,837,976 | 16,220 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,339,236 | 15,527 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,067,909 | 13,959 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,016,096 | 13,977 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,856,783 | 13,958 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,764,551 | 14,251 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,793,123 | 14,263 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,001,995 | 15,157 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $2,878,448 | 15,768 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $2,897,838 | 15,869 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $2,705,781 | 15,879 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $2,512,805 | 16,172 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $2,670,998 | 16,444 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $2,554,101 | 16,584 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $2,643,252 | 17,407 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $2,346,107 | 17,358 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $2,577,868 | 17,968 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $2,892,610 | 17,838 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $2,213,170 | 12,886 | Shares | Sole | 2025-02-13 | |
| 2021-09-30 | $2,079,590 | 13,539 | Shares | Sole | 2025-02-13 | |
| 2021-06-30 | $2,041,060 | 13,186 | Shares | Sole | 2025-02-13 | |
| 2021-03-31 | $1,875,270 | 12,750 | Shares | Sole | 2025-02-13 | |
| 2020-12-31 | $1,583,503 | 11,217 | Shares | Sole | 2025-02-13 | |
| 2020-09-30 | $1,442,793 | 11,214 | Shares | Sole | 2025-02-13 | |
| 2020-06-30 | $1,122,115 | 9,576 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||