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Wealth Architects, LLC: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Architects, LLC on VIG, newest first. How the timeline and the estimate are built.

Wealth Architects, LLC held 256,927 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256,927 shares
    Change vs previous 13F +5,673 shares

    4.8% of the 13F portfolio, value $60,794,171.

    13F-HR 0001611518-26-000008 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 251,254 shares
    Change vs previous 13F +6,005 shares

    4.82% of the 13F portfolio, value $54,034,577.

    13F-HR 0001611518-26-000006 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 245,249 shares
    Change vs previous 13F +1,187 shares

    4.86% of the 13F portfolio, value $53,900,908.

    13F-HR 0001611518-26-000003 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 244,062 shares
    Change vs previous 13F -5,698 shares

    4.97% of the 13F portfolio, value $52,666,049.

    13F-HR 0001611518-25-000013 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 249,760 shares
    Change vs previous 13F +12,003 shares

    5.19% of the 13F portfolio, value $51,118,400.

    13F-HR 0001611518-25-000008 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 237,757 shares
    Change vs previous 13F -8,197 shares

    5.09% of the 13F portfolio, value $46,122,392.

    13F-HR/A 0001611518-25-000003 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 245,954 shares
    Change vs previous 13F +9,317 shares

    5.44% of the 13F portfolio, value $48,165,144.

    13F-HR 0001581794-25-000006 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 236,637 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $46,868,321.

    13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).