Allen Investment Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1326234
NEW YORK, NY
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$25,000,940
+$1,789,975 QoQ
Shares Held
116,251
+10.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,000,940 | 116,251 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $23,210,965 | 105,610 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $13,993,549 | 64,848 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $10,087,160 | 49,285 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $7,904,316 | 40,746 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $7,979,289 | 40,746 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $8,524,898 | 43,042 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $7,857,317 | 43,042 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $7,859,899 | 43,042 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $7,334,356 | 43,042 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,082,350 | 39,145 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,358,322 | 39,145 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $6,028,721 | 39,145 | Shares | Defined | 2023-05-09 | |
| 2022-06-30 | $2,787,191 | 19,427 | Shares | Defined | 2022-08-08 | |
| 2021-12-31 | $1,056,090 | 6,149 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $325,171 | 2,117 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||