Barnes Wealth Management Group, Inc
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2066194
Bakersfield, CA
Position in VIG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$821,744
-$252,980 QoQ
Shares Held
3,821
-21.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.77%
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 | $821,744 | 3,821 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,074,724 | 4,890 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,188,139 | 5,506 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,144,105 | 5,590 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,140,855 | 5,881 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,117,014 | 5,704 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||