Welch & Forbes LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 105495 Boston, MA

Position in VIG

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

Position Value

$461,303

-$10,125 QoQ

Shares Held

2,145

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 66% Shared 0% None 34%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$461,303	2,145	0.0%	Shares	Sole	2026-05-01
2025-12-31	$471,428	2,145	0.0%	Shares	Sole	2026-02-10
2025-09-30	$462,869	2,145	+17.1%	Shares	Sole	2025-11-04
2025-06-30	$374,955	1,832	+0.8%	Shares	Sole	2025-08-05
2025-03-31	$352,673	1,818	-5.2%	Shares	Sole	2025-05-02
2024-12-31	$375,601	1,918	0.0%	Shares	Sole	2025-02-07
2024-09-30	$379,879	1,918	-9.4%	Shares	Sole	2024-11-04
2024-06-30	$386,640	2,118	-13.0%	Shares	Sole	2024-08-02
2024-03-31	$444,655	2,435	+61.2%	Shares	Sole	2024-05-03
2023-12-31	$257,474	1,511	0.0%	Shares	Sole	2024-02-06
2023-09-30	$234,779	1,511	0.0%	Shares	Sole	2023-11-03
2023-06-30	$245,431	1,511	-11.7%	Shares	Sole	2023-07-28
2023-03-31	$263,511	1,711	0.0%	Shares	Sole	2023-04-14
2022-12-31	$259,815	1,711	-76.3%	Shares	Sole	2023-02-02
2022-09-30	$973,827	7,205	+267.4%	Shares	Sole	2022-10-31
2022-06-30	$281,344	1,961	0.0%	Shares	Sole	2022-07-22
2022-03-31	$317,995	1,961	0.0%	Shares	Sole	2022-04-25
2021-12-31	$336,801	1,961	-4.9%	Shares	Sole	2022-01-19
2021-09-30	$316,569	2,061	-6.8%	Shares	Sole	2021-10-13
2021-06-30	$342,240	2,211	-23.3%	Shares	Sole	2021-07-22
2021-03-31	$423,737	2,881	-16.5%	Shares	Sole	2021-04-14
2020-12-31	$487,036	3,450	+10.2%	Shares	Sole	2021-01-20
2020-09-30	$402,834	3,131	+5.6%	Shares	Sole	2020-10-23
2020-06-30	$347,555	2,966	-32.8%	Shares	Sole	2020-07-15
2020-03-31	$456,053	4,411	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.