21 West Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2067541
TUSTIN, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$3,313,429
-$596,237 QoQ
Shares Held
15,407
-13.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
15.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,313,429 | 15,407 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,909,666 | 17,789 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,056,852 | 18,800 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,941,944 | 19,260 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||