SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1008895 CEDARBURG, WI

Position in VIG

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$981,318

-$1,074,723 QoQ

Shares Held

4,563

-51.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 36% Shared 0% None 64%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$981,318	4,563	-51.2%	Shares	Sole	2026-04-29
2025-12-31	$2,056,041	9,355	-11.8%	Shares	Sole	2026-01-28
2025-09-30	$2,289,531	10,610	-29.1%	Shares	Sole	2025-10-27
2025-06-30	$3,061,044	14,956	-15.6%	Shares	Sole	2025-08-01
2025-03-31	$3,436,338	17,714	-2.2%	Shares	Sole	2025-05-21
2024-12-31	$3,547,656	18,116	-0.6%	Shares	Sole	2025-01-27
2024-09-30	$3,608,851	18,221	+0.5%	Shares	Sole	2024-10-23
2024-06-30	$3,309,631	18,130	-10.5%	Shares	Sole	2024-07-29
2024-03-31	$3,698,400	20,253	+9.0%	Shares	Sole	2024-04-26
2023-12-31	$3,165,180	18,575	-26.3%	Shares	Sole	2024-01-29
2023-09-30	$3,913,711	25,188	+9.8%	Shares	Sole	2023-10-20
2023-06-30	$3,726,956	22,945	+1.1%	Shares	Sole	2023-07-26
2023-03-31	$3,496,335	22,702	+13.7%	Shares	Sole	2023-04-28
2022-12-31	$3,031,077	19,961	-1.0%	Shares	Sole	2023-02-01
2022-09-30	$2,726,177	20,170	-1.7%	Shares	Sole	2022-10-24
2022-06-30	$2,944,578	20,524	-0.1%	Shares	Sole	2022-08-24
2022-03-31	$3,331,901	20,547	+27.9%	Shares	Sole	2022-05-06
2021-12-31	$2,759,850	16,069	+8.0%	Shares	Sole	2022-02-01
2021-09-30	$2,284,646	14,874	+23.0%	Shares	Sole	2021-10-27
2021-06-30	$1,871,875	12,093	+9.9%	Shares	Sole	2021-07-26
2021-03-31	$1,618,027	11,001	+17.0%	Shares	Sole	2021-04-30
2020-12-31	$1,326,998	9,400	+65.3%	Shares	Sole	2021-02-01
2020-09-30	$731,818	5,688	+58.5%	Shares	Sole	2020-10-28
2020-06-30	$420,441	3,588	—	Shares	Sole	2020-07-29
No filing history on record for this holder in this stock.