Richard C. Young & CO., LTD.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1387304 NEWPORT, RI

Position in VIG

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$2,193,396

+$620,211 QoQ

Shares Held

10,199

+42.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,193,396	10,199	+42.5%	Shares	Sole	2026-05-07
2025-12-31	$1,573,185	7,158	-1.9%	Shares	Sole	2026-01-29
2025-09-30	$1,573,972	7,294	-2.1%	Shares	Sole	2025-11-12
2025-06-30	$1,524,177	7,447	+6.4%	Shares	Sole	2025-08-07
2025-03-31	$1,357,736	6,999	+2.4%	Shares	Sole	2025-05-02
2024-12-31	$1,339,085	6,838	+6.8%	Shares	Sole	2025-01-28
2024-09-30	$1,267,584	6,400	+3.5%	Shares	Sole	2024-11-07
2024-06-30	$1,128,706	6,183	+2.7%	Shares	Sole	2024-08-08
2024-03-31	$1,099,677	6,022	+9.0%	Shares	Sole	2024-05-08
2023-12-31	$941,119	5,523	-0.3%	Shares	Sole	2024-02-12
2023-09-30	$860,494	5,538	+29.2%	Shares	Sole	2023-11-13
2023-06-30	$696,012	4,285	+2.8%	Shares	Sole	2023-08-08
2023-03-31	$641,759	4,167	-20.8%	Shares	Sole	2023-05-12
2022-12-31	$798,882	5,261	-4.3%	Shares	Sole	2023-02-10
2022-09-30	$742,704	5,495	+1.0%	Shares	Sole	2022-11-10
2022-06-30	$780,333	5,439	+4.1%	Shares	Sole	2022-08-03
2022-03-31	$847,448	5,226	-87.3%	Shares	Sole	2022-05-06
2021-12-31	$7,064,249	41,131	+859.2%	Shares	Sole	2022-02-11
2021-09-30	$658,636	4,288	-6.0%	Shares	Sole	2021-11-10
2021-06-30	$705,842	4,560	+11.1%	Shares	Sole	2021-08-11
2021-03-31	$603,763	4,105	+15.1%	Shares	Sole	2021-05-13
2020-12-31	$503,553	3,567	+23.6%	Shares	Sole	2021-02-12
2020-09-30	$371,184	2,885	+12.7%	Shares	Sole	2020-11-12
2020-06-30	$300,097	2,561	+3.8%	Shares	Sole	2020-08-13
2020-03-31	$255,166	2,468	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.