SMITH CHAS P & ASSOCIATES PA CPAS

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1082509 LAKELAND, FL

Position in VIG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$632,276

-$11,679 QoQ

Shares Held

2,940

+0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$632,276	2,940	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$643,955	2,930	-19.1%	Shares	Sole	2026-02-09
2025-06-30	$740,905	3,620	-9.3%	Shares	Sole	2025-07-17
2025-03-31	$774,020	3,990	-0.3%	Shares	Sole	2025-05-08
2024-12-31	$784,103	4,004	-0.9%	Shares	Sole	2025-01-21
2024-09-30	$800,558	4,042	0.0%	Shares	Sole	2024-10-11
2024-06-30	$737,867	4,042	+8.1%	Shares	Sole	2024-07-29
2024-03-31	$682,596	3,738	-3.7%	Shares	Sole	2024-04-25
2023-12-31	$661,492	3,882	+3.4%	Shares	Sole	2024-02-01
2023-09-30	$583,607	3,756	+21.8%	Shares	Sole	2023-11-02
2023-06-30	$500,771	3,083	-7.9%	Shares	Sole	2023-07-31
2023-03-31	$515,779	3,349	0.0%	Shares	Sole	2023-04-27
2022-12-31	$508,545	3,349	0.0%	Shares	Sole	2023-01-12
2022-09-30	$452,650	3,349	-8.2%	Shares	Sole	2022-11-22
2022-06-30	$523,522	3,649	+2.8%	Shares	Sole	2022-07-15
2022-03-31	$575,505	3,549	0.0%	Shares	Sole	2022-05-12
2021-12-31	$609,540	3,549	0.0%	Shares	Sole	2022-02-07
2021-09-30	$545,126	3,549	+9.2%	Shares	Sole	2021-10-12
2021-06-30	$502,912	3,249	-0.4%	Shares	Sole	2021-07-23
2021-03-31	$479,774	3,262	+0.4%	Shares	Sole	2021-05-11
2020-12-31	$458,661	3,249	0.0%	Shares	Sole	2021-02-10
2020-09-30	$418,016	3,249	0.0%	Shares	Sole	2020-11-10
2020-06-30	$380,717	3,249	0.0%	Shares	Sole	2020-08-13
2020-03-31	$335,914	3,249	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.