Form 13-F position report

VANGUARD DIVIDEND APPRECIATION

Reported by Western Pacific Wealth Management LP

ETF profile Manager portfolio Source filing
VIG CUSIP 921908844 Manager CIK 0001907320
Latest reported change

Reported 35,099 shares, up 5,417 (18.3%) from the prior quarter.

Reported value 24.7%; share count 18.3% vs. the prior quarter.

Added
% of reported 13F value 4.32% This manager · Q2 2023
Shares 35,099 Quarter-end amount reported
Reported value $5,701,131 Fair value at quarter end
Consecutive quarters held 7 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 54,798 +138 (0.3%) 10.77% $12,784,818 2026-10-16
Q2 2026 Added 54,660 +1,023 (1.9%) 11.69% $12,933,742 2026-08-07
Q1 2026 Added 53,637 +77 (0.1%) 11.73% $11,535,103 2026-04-17
Q4 2025 Added 53,560 +4,195 (8.5%) 11.4% $11,771,345 2026-02-04
Q3 2025 Added 49,365 +1,913 (4.0%) 10.4% $10,652,526 2025-10-21
Q2 2025 Added 47,452 +5,274 (12.5%) 9.31% $9,712,055 2025-07-10
Q1 2025 Reduced 42,178 -65 (-0.2%) 7.4% $8,182,161 2025-04-17
Q4 2024 Added 42,243 +20 (0.0%) 6.67% $8,272,433 2025-01-24
Q3 2024 Added 42,223 +380 (0.9%) 5.56% $8,362,711 2024-10-31
Q2 2024 Added 41,843 +262 (0.6%) 5.78% $7,638,412 2024-08-14
Q1 2024 Added 41,581 +4,526 (12.2%) 5.51% $7,593,087 2024-05-15
Q4 2023 Added 37,055 +806 (2.2%) 4.61% $6,314,148 2024-02-09
Q3 2023 Added 36,249 +1,150 (3.3%) 4.62% $5,632,370 2023-10-26
Q2 2023 Added 35,099 +5,417 (18.3%) 4.32% $5,701,131 2023-08-08
Q1 2023 Added 29,682 +731 (2.5%) 3.49% $4,571,324 2023-05-11
Q4 2022 Added 28,951 +265 (0.9%) 3.66% $4,396,209 2023-02-03
Q3 2022 Added 28,686 +2,744 (10.6%) 3.85% $3,877,000 2022-10-27
Q2 2022 Unchanged 25,942 0 (0.0%) 3.63% $3,721,000 2022-08-01
Q1 2022 Added 25,942 +16,135 (164.5%) 3.07% $4,206,000 2022-04-21
Q4 2021 New 9,807 +9,807 (0.0%) 1.08% $1,684,000 2022-02-14
Institutional context

Who else reported the position

1866 managers reported VANGUARD DIVIDEND APPRECIATION for Q2 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 22,516,408 +494,102 0.38% $3,657,340,148 41 qtrs
MORGAN STANLEY Added 11,135,128 +163,623 0.18% $1,808,679,150 41 qtrs
WELLS FARGO & COMPANY MN Reduced 10,392,074 -71,390 0.47% $1,687,984,573 41 qtrs
VANGUARD GROUP INC Added 7,694,998 +150,879 0.03% $1,249,898,573 40 qtrs
Wealthfront Advisers LLC Added 6,363,316 +639,097 4.38% $1,033,593,440 19 qtrs
UBS Group AG Reduced 6,185,270 -177,096 0.34% $1,004,673,406 35 qtrs
LPL Financial LLC Added 5,064,578 +78,465 0.59% $822,639,453 41 qtrs
ROYAL BANK OF CANADA Reduced 3,615,102 -28,496 0.15% $587,201,000 41 qtrs
HB Wealth Management LLC Reduced 3,565,002 -77,857 9.24% $579,063,312 7 qtrs
Citigroup Inc Reduced 2,939,389 -170,017 0.31% $477,444,942 41 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
August 08, 2023
Filing type
13F-HR
Position type
ETF

Voting authority reported

Sole
35,099
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.