S&CO INC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1082461 BOSTON, MA

Position in VIG

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$4,652,177

-$114,191 QoQ

Shares Held

21,632

-0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,652,177	21,632	-0.3%	Shares	Sole	2026-05-07
2025-12-31	$4,766,368	21,687	-6.0%	Shares	Sole	2026-02-05
2025-09-30	$4,977,627	23,067	0.0%	Shares	Sole	2025-11-06
2025-06-30	$4,721,122	23,067	0.0%	Shares	Sole	2025-08-07
2025-03-31	$4,474,767	23,067	+0.0%	Shares	Sole	2025-05-08
2024-12-31	$4,517,014	23,066	0.0%	Shares	Sole	2025-02-07
2024-09-30	$4,568,451	23,066	0.0%	Shares	Sole	2024-11-07
2024-06-30	$4,210,698	23,066	-5.1%	Shares	Sole	2024-08-08
2024-03-31	$4,440,344	24,316	0.0%	Shares	Sole	2024-05-09
2023-12-31	$4,143,446	24,316	0.0%	Shares	Sole	2024-02-12
2023-09-30	$3,778,220	24,316	0.0%	Shares	Sole	2023-11-09
2023-06-30	$3,949,647	24,316	0.0%	Shares	Sole	2023-08-08
2023-03-31	$3,744,907	24,316	0.0%	Shares	Sole	2023-05-09
2022-12-31	$3,692,384	24,316	0.0%	Shares	Sole	2023-02-07
2022-09-30	$3,286,550	24,316	0.0%	Shares	Sole	2022-11-09
2022-06-30	$3,488,616	24,316	0.0%	Shares	Sole	2022-08-09
2022-03-31	$3,943,082	24,316	+0.2%	Shares	Sole	2022-05-05
2021-12-31	$4,168,544	24,271	0.0%	Shares	Sole	2022-02-08
2021-09-30	$3,728,025	24,271	0.0%	Shares	Sole	2021-11-09
2021-06-30	$3,756,908	24,271	0.0%	Shares	Sole	2021-07-14
2021-03-31	$3,569,778	24,271	0.0%	Shares	Sole	2021-04-23
2020-12-31	$3,426,337	24,271	0.0%	Shares	Sole	2021-01-28
2020-09-30	$3,122,706	24,271	0.0%	Shares	Sole	2020-12-11
2020-06-30	$2,844,075	24,271	0.0%	Shares	Sole	2020-12-16
2020-03-31	$2,509,378	24,271	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.