WJ Financial Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2095682
KILLINGWORTH, CT
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$384,034
+$34,992 QoQ
Shares Held
1,623
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#475
of 591 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,034 | 1,623 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $349,042 | 1,623 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $286,373 | 1,303 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $223,990 | 1,038 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||