Sonoma Allocations LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2084965
SANTA ROSA, CA
Position in VIG
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$361,515
-$11,231 QoQ
Shares Held
1,681
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $361,515 | 1,681 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $372,746 | 1,696 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $292,395 | 1,355 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||