Evensky & Katz LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1357867
CORAL GABLES, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$56,200,769
-$976,536 QoQ
Shares Held
261,326
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
44.29%
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%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,200,769 | 261,326 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $57,177,305 | 260,157 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $55,614,477 | 257,725 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $52,384,877 | 255,948 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $49,921,968 | 257,343 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $50,510,823 | 257,932 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,767,135 | 256,322 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $46,425,568 | 254,317 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $46,065,015 | 252,259 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $42,732,230 | 250,776 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $38,768,086 | 249,505 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $43,264,367 | 266,357 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $41,346,140 | 268,464 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $38,149,275 | 251,230 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $33,589,017 | 248,513 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $35,043,982 | 244,260 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $39,228,936 | 241,915 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $41,439,840 | 241,280 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $36,857,702 | 239,959 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $36,907,972 | 238,439 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $33,661,464 | 228,865 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $30,730,450 | 217,684 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $26,810,428 | 208,382 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $24,313,326 | 207,487 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $21,376,813 | 206,759 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||