Keel Point, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1386935 HUNTSVILLE, AL

Position in VIG

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

Position Value

$2,500,126

+$519,469 QoQ

Shares Held

10,566

+17.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#267

of 591 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 72% Shared 0% None 28%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,500,126	10,566	+17.2%	Shares	Sole	2026-08-14
2025-12-31	$1,980,657	9,012	+11.7%	Shares	Sole	2026-02-12
2025-09-30	$1,740,346	8,065	-5.1%	Shares	Sole	2025-12-16
2025-06-30	$1,738,671	8,495	+33.2%	Shares	Sole	2025-08-15
2025-03-31	$1,237,462	6,379	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$1,257,816	6,423	-2.3%	Shares	Sole	2025-02-14
2024-09-30	$1,301,452	6,571	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,199,536	6,571	+68.1%	Shares	Sole	2024-08-14
2024-03-31	$713,822	3,909	+36.3%	Shares	Sole	2024-04-16
2023-12-31	$488,536	2,867	+1.0%	Shares	Sole	2024-01-30
2023-09-30	$441,123	2,839	+0.5%	Shares	Sole	2023-10-26
2023-06-30	$458,864	2,825	+0.2%	Shares	Sole	2023-07-12
2023-03-31	$434,308	2,820	+2.6%	Shares	Sole	2023-04-03
2022-12-31	$417,435	2,749	+0.5%	Shares	Sole	2023-01-17
2022-09-30	$369,662	2,735	-0.6%	Shares	Sole	2022-10-05
2022-06-30	$394,829	2,752	+0.7%	Shares	Sole	2022-08-11
2022-03-31	$443,345	2,734	-1.5%	Shares	Sole	2022-04-27
2021-12-31	$476,949	2,777	+0.3%	Shares	Sole	2022-01-31
2021-09-30	$425,472	2,770	+0.5%	Shares	Sole	2021-11-04
2021-06-30	$426,601	2,756	-10.8%	Shares	Sole	2021-08-06
2021-03-31	$454,624	3,091	+0.3%	Shares	Sole	2021-05-17
2020-12-31	$434,944	3,081	+0.8%	Shares	Sole	2021-02-10
2020-09-30	$393,184	3,056	+0.5%	Shares	Sole	2020-11-18
2020-06-30	$356,461	3,042	-43.9%	Shares	Sole	2020-08-14
2020-03-31	$560,787	5,424	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.