EXCALIBUR MANAGEMENT CORP
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1009003
WALTHAM, MA
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,850,591
+$627,516 QoQ
Shares Held
8,605
+54.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,850,591 | 8,605 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,223,075 | 5,565 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $861,649 | 3,993 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $731,490 | 3,574 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $554,035 | 2,856 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $427,888 | 2,185 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $384,434 | 1,941 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $294,270 | 1,612 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||