&PARTNERS

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 107136 NASHVILLE, TN

Position in VIG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$143,669,038

+$20,916,877 QoQ

Shares Held

607,172

+6.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#32

of 591 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$143,669,038	607,172	+6.4%	Shares	Sole	2026-08-14
2026-03-31	$122,752,161	570,781	-0.8%	Shares	Sole	2026-05-15
2025-12-31	$126,458,115	575,385	+9.8%	Shares	Sole	2026-02-17
2025-09-30	$113,099,639	524,119	+13.5%	Shares	Sole	2025-11-14
2025-06-30	$94,477,718	461,610	+13.3%	Shares	Sole	2025-08-14
2025-03-31	$79,064,892	407,572	+35.7%	Shares	Sole	2025-05-15
2024-12-31	$58,816,561	300,345	+71.7%	Shares	Sole	2025-02-14
2024-09-30	$34,640,694	174,900	+72.8%	Shares	Sole	2024-11-14
2024-06-30	$18,477,528	101,219	+210.8%	Shares	Sole	2024-07-24
2024-03-31	$5,946,694	32,565	+39.0%	Shares	Sole	2024-04-11
2023-12-31	$3,991,108	23,422	+1620.9%	Shares	Sole	2024-01-09
2023-06-30	$221,067	1,361	0.0%	Shares	Sole	2023-07-05
2023-03-31	$209,607	1,361	-12.8%	Shares	Sole	2023-04-06
2022-12-31	$237,037	1,561	0.0%	Shares	Sole	2023-01-10
2022-09-30	$210,984	1,561	0.0%	Shares	Sole	2022-10-11
2022-06-30	$223,956	1,561	-1.9%	Shares	Sole	2022-07-06
2022-03-31	$257,996	1,591	0.0%	Shares	Sole	2022-04-26
2021-12-31	$273,254	1,591	-27.6%	Shares	Sole	2022-01-12
2021-03-31	$323,281	2,198	-8.3%	Shares	Sole	2021-04-09
2020-12-31	$338,525	2,398	0.0%	Shares	Sole	2021-01-11
2020-09-30	$308,526	2,398	0.0%	Shares	Sole	2020-10-05
2020-06-30	$280,997	2,398	0.0%	Shares	Sole	2020-07-07
2020-03-31	$247,929	2,398	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.