Baldwin Investment Management, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in VIG

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

Position Value

$624,964

-$12,178 QoQ

Shares Held

2,906

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 82% Shared 0% None 18%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$624,964	2,906	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$637,142	2,899	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$622,769	2,886	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$589,244	2,879	-0.9%	Shares	Sole	2025-08-11
2025-03-31	$563,346	2,904	-15.9%	Shares	Sole	2025-05-07
2024-12-31	$675,809	3,451	-34.8%	Shares	Sole	2025-02-14
2024-09-30	$1,048,133	5,292	+0.2%	Shares	Sole	2024-11-13
2024-06-30	$964,594	5,284	+0.3%	Shares	Sole	2024-07-30
2024-03-31	$962,172	5,269	+38.0%	Shares	Sole	2024-05-14
2023-12-31	$650,416	3,817	-17.0%	Shares	Sole	2024-02-13
2023-09-30	$714,903	4,601	-1.8%	Shares	Sole	2023-11-14
2023-06-30	$761,146	4,686	+1.6%	Shares	Sole	2023-08-01
2023-03-31	$710,140	4,611	0.0%	Shares	Sole	2023-05-15
2022-12-31	$700,180	4,611	-8.2%	Shares	Sole	2023-02-10
2022-09-30	$678,638	5,021	-23.1%	Shares	Sole	2022-11-14
2022-06-30	$936,859	6,530	-0.7%	Shares	Sole	2022-08-02
2022-03-31	$1,065,877	6,573	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$1,126,164	6,557	+25.9%	Shares	Sole	2022-02-11
2021-09-30	$800,256	5,210	+3.0%	Shares	Sole	2021-11-15
2021-06-30	$783,237	5,060	+3.3%	Shares	Sole	2021-08-16
2020-12-31	$691,733	4,900	+1.0%	Shares	Sole	2021-02-16
2020-09-30	$624,001	4,850	+0.3%	Shares	Sole	2020-11-13
2020-06-30	$566,565	4,835	+1.3%	Shares	Sole	2020-07-27
2020-03-31	$493,687	4,775	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.