Curi Capital, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1332905 CHICAGO, IL

Position in VIG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$20,378,896

+$1,536,201 QoQ

Shares Held

86,125

-1.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#93

of 591 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 52% Shared 0% None 48%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,378,896	86,125	-1.7%	Shares	Sole	2026-08-14
2026-03-31	$18,842,695	87,616	+1.0%	Shares	Sole	2026-05-15
2025-12-31	$19,057,562	86,712	-2.3%	Shares	Sole	2026-02-17
2025-09-30	$19,146,183	88,726	+1.6%	Shares	Sole	2025-11-13
2025-06-30	$17,869,942	87,311	+37.9%	Shares	Sole	2025-08-14
2025-03-31	$12,279,179	63,298	-20.2%	Shares	Sole	2025-05-15
2024-12-31	$15,524,423	79,275	-1.3%	Shares	Sole	2025-02-13
2024-09-30	$15,915,705	80,358	-2.5%	Shares	Sole	2024-11-06
2024-06-30	$15,039,016	82,383	-0.6%	Shares	Sole	2024-08-13
2024-03-31	$15,134,899	82,881	+1.3%	Shares	Sole	2024-05-15
2023-12-31	$13,942,298	81,821	-1.2%	Shares	Sole	2024-02-14
2023-09-30	$12,868,416	82,819	+0.9%	Shares	Sole	2023-11-13
2023-06-30	$13,337,289	82,111	-2.6%	Shares	Sole	2023-08-11
2023-03-31	$12,990,127	84,346	-0.3%	Shares	Sole	2023-05-11
2022-12-31	$12,845,750	84,595	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$11,456,161	84,760	-2.6%	Shares	Sole	2022-11-14
2022-06-30	$12,490,211	87,058	-0.8%	Shares	Sole	2022-08-01
2022-03-31	$14,230,512	87,756	-3.4%	Shares	Sole	2022-05-06
2021-12-31	$15,602,285	90,843	+4.5%	Shares	Sole	2022-01-26
2021-09-30	$13,348,147	86,902	-0.0%	Shares	Sole	2021-10-20
2021-06-30	$13,456,204	86,932	-3.9%	Shares	Sole	2021-08-13
2021-03-31	$13,304,268	90,456	-0.1%	Shares	Sole	2021-05-12
2020-12-31	$12,787,037	90,579	-1.7%	Shares	Sole	2021-02-11
2020-09-30	$11,856,790	92,156	-2.0%	Shares	Sole	2020-11-10
2020-06-30	$11,023,591	94,074	-5.3%	Shares	Sole	2020-08-05
2020-03-31	$10,272,623	99,358	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.