PATTEN & PATTEN INC/TN

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1044905 CHATTANOOGA, TN

Position in VIG

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$976,157

-$20,765 QoQ

Shares Held

4,539

+0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.08%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$976,157	4,539	+0.1%	Shares	Sole	2026-05-01
2025-12-31	$996,922	4,536	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$977,528	4,530	-4.3%	Shares	Sole	2025-10-31
2025-06-30	$969,112	4,735	+6.0%	Shares	Sole	2025-07-28
2025-03-31	$866,747	4,468	+0.1%	Shares	Sole	2025-05-07
2024-12-31	$874,380	4,465	-14.3%	Shares	Sole	2025-02-10
2024-09-30	$1,031,496	5,208	+0.1%	Shares	Sole	2024-11-04
2024-06-30	$950,172	5,205	-17.1%	Shares	Sole	2024-08-13
2024-03-31	$1,146,060	6,276	+20.6%	Shares	Sole	2024-05-10
2023-12-31	$886,420	5,202	+0.2%	Shares	Sole	2024-01-23
2023-09-30	$807,043	5,194	+0.1%	Shares	Sole	2023-10-27
2023-06-30	$843,174	5,191	-20.7%	Shares	Sole	2023-07-14
2023-03-31	$1,008,457	6,548	+1.0%	Shares	Sole	2023-04-25
2022-12-31	$984,595	6,484	+13.5%	Shares	Sole	2023-02-01
2022-09-30	$772,304	5,714	-1.7%	Shares	Sole	2022-10-19
2022-06-30	$833,560	5,810	+5.4%	Shares	Sole	2022-08-02
2022-03-31	$893,825	5,512	-18.9%	Shares	Sole	2022-04-25
2021-12-31	$1,166,869	6,794	-5.4%	Shares	Sole	2022-01-26
2021-09-30	$1,103,001	7,181	+4.1%	Shares	Sole	2021-10-22
2021-06-30	$1,067,741	6,898	-8.6%	Shares	Sole	2021-07-13
2021-03-31	$1,110,306	7,549	-33.9%	Shares	Sole	2021-04-23
2020-12-31	$1,612,443	11,422	+19.1%	Shares	Sole	2021-01-19
2020-09-30	$1,234,235	9,593	-1.2%	Shares	Sole	2020-10-08
2020-06-30	$1,137,934	9,711	-0.7%	Shares	Sole	2020-07-21
2020-03-31	$1,011,567	9,784	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.