MATRIX ASSET ADVISORS INC/NY
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1016287
White Plains, NY
Position in VIG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$702,601
-$74,321 QoQ
Shares Held
3,267
-7.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $702,601 | 3,267 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $776,922 | 3,535 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $758,286 | 3,514 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $711,432 | 3,476 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $672,563 | 3,467 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $676,592 | 3,455 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $683,901 | 3,453 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $635,456 | 3,481 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $660,865 | 3,619 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $611,395 | 3,588 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $568,690 | 3,660 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $593,681 | 3,655 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $562,906 | 3,655 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $510,671 | 3,363 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $469,951 | 3,477 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $507,309 | 3,536 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $561,722 | 3,464 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $590,476 | 3,438 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $543,283 | 3,537 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $546,873 | 3,533 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $382,996 | 2,604 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $341,772 | 2,421 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $289,999 | 2,254 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $213,619 | 1,823 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||