OXFORD FINANCIAL GROUP, LTD. LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1245862
INDIANAPOLIS, IN
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$747,009
+$54,301 QoQ
Shares Held
3,157
-2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#394
of 591 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,009 | 3,157 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $692,708 | 3,221 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $721,098 | 3,281 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $621,043 | 2,878 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $670,908 | 3,278 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $635,899 | 3,278 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $641,930 | 3,278 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $649,240 | 3,278 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $598,398 | 3,278 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $598,595 | 3,278 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $558,571 | 3,278 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $509,335 | 3,278 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $532,445 | 3,278 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $303,861 | 1,973 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $299,600 | 1,973 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $286,404 | 2,119 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $319,077 | 2,224 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $360,643 | 2,224 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||