Ownership history in WEST PACES ADVISORS INC. · 10 quarters on record
This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in VANGUARD DIVIDEND APPRECIATION ETF (VIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 175,966 | +5,116 | +3.0% | 7.48% | $38.7M | $219.78 |
| 2025 Q3 | ADDED | 170,850 | +8,052 | +4.9% | 7.34% | $36.9M | $214.93 |
| 2025 Q2 | ADDED | 162,798 | +10,042 | +6.6% | 7.09% | $33.3M | $203.03 |
| 2025 Q1 | ADDED | 152,756 | +112,926 | +283.5% | 6.75% | $29.6M | $191.61 |
| 2024 Q4 | ADDED | 39,830 | +37,695 | +1765.6% | 1.90% | $7.8M | $192.50 |
| 2024 Q3 | UNCHANGED | 2,135 | — | 0% | 0.10% | $423K | $193.83 |
| 2024 Q2 | UNCHANGED | 2,135 | — | 0% | 0.10% | $390K | $177.90 |
| 2024 Q1 | UNCHANGED | 2,135 | — | 0% | 0.10% | $390K | $177.09 |
| 2023 Q4 | REDUCED | 2,135 | -4,975 | -70.0% | 0.10% | $364K | $164.55 |
| 2023 Q3 | INITIATED | 7,110 | — | — | 0.57% | $606K | — |
As of 2025 Q4 — sorted by position size