Ledgewood Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2064043
EXETER, NH
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,166,915
-$90,226 QoQ
Shares Held
5,426
-5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.61%
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 | $1,166,915 | 5,426 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,257,141 | 5,720 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,234,318 | 5,720 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,229,248 | 6,006 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,186,248 | 6,115 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,197,500 | 6,115 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $1,211,136 | 6,115 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $1,147,874 | 6,288 | Shares | Sole | 2025-04-15 | |
| 2024-03-31 | $1,194,086 | 6,539 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $1,168,944 | 6,860 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||