MOTCO

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1306333 SAN ANTONIO, TX

Position in VIG

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,864,570

-$983,778 QoQ

Shares Held

8,670

-33.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.20%

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	$1,864,570	8,670	-33.1%	Shares	Sole	2026-04-22
2025-12-31	$2,848,348	12,960	+49.5%	Shares	Sole	2026-02-06
2025-09-30	$1,870,899	8,670	+7.1%	Shares	Sole	2025-10-22
2025-06-30	$1,657,212	8,097	-0.1%	Shares	Sole	2025-08-01
2025-03-31	$1,573,064	8,109	+0.9%	Shares	Sole	2025-05-07
2024-12-31	$1,573,494	8,035	0.0%	Shares	Sole	2025-02-05
2024-09-30	$1,591,412	8,035	0.0%	Shares	Sole	2024-11-05
2024-06-30	$1,466,789	8,035	-0.8%	Shares	Sole	2024-08-07
2024-03-31	$1,478,593	8,097	-0.2%	Shares	Sole	2024-05-09
2023-12-31	$1,382,625	8,114	-0.9%	Shares	Sole	2024-02-09
2023-09-30	$1,271,629	8,184	-1.0%	Shares	Sole	2023-11-07
2023-06-30	$1,342,159	8,263	0.0%	Shares	Sole	2023-08-04
2023-03-31	$1,272,584	8,263	-9.9%	Shares	Sole	2023-05-09
2022-12-31	$1,392,920	9,173	0.0%	Shares	Sole	2023-02-10
2022-09-30	$1,239,822	9,173	0.0%	Shares	Sole	2022-11-03
2022-06-30	$1,316,050	9,173	0.0%	Shares	Sole	2022-08-05
2022-03-31	$1,487,493	9,173	-0.2%	Shares	Sole	2022-05-06
2021-12-31	$1,578,382	9,190	-3.5%	Shares	Sole	2022-02-08
2021-09-30	$1,462,425	9,521	-13.9%	Shares	Sole	2021-10-29
2021-06-30	$1,711,667	11,058	-2.0%	Shares	Sole	2021-08-04
2021-03-31	$1,659,209	11,281	-2.2%	Shares	Sole	2021-04-16
2020-12-31	$1,628,819	11,538	+2.5%	Shares	Sole	2021-02-05
2020-09-30	$1,447,810	11,253	+0.6%	Shares	Sole	2020-11-10
2020-06-30	$1,310,423	11,183	0.0%	Shares	Sole	2020-07-15
2020-03-31	$1,156,210	11,183	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.