OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1005607
SAN FRANCISCO, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$7,406,021
-$570,014 QoQ
Shares Held
34,437
-5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,406,021 | 34,437 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,976,035 | 36,291 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,368,551 | 38,781 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,141,363 | 39,778 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,072,893 | 41,615 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $8,651,181 | 44,177 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,192,954 | 46,415 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,438,921 | 46,228 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $8,823,715 | 48,320 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,433,266 | 49,491 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,785,470 | 50,106 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $9,209,131 | 56,696 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $9,109,075 | 59,146 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $9,643,234 | 63,505 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $8,590,093 | 63,555 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $9,308,477 | 64,881 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $11,890,382 | 73,325 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $13,117,578 | 76,376 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $12,611,635 | 82,107 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $12,411,371 | 80,182 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $12,665,500 | 86,113 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $13,338,447 | 94,485 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $11,848,428 | 92,091 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $11,170,886 | 95,331 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $10,196,942 | 98,626 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||