NOVARE CAPITAL MANAGEMENT LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1388409
CHARLOTTE, NC
Position in VIG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$10,818,808
+$8,743,206 QoQ
Shares Held
50,306
+432.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
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 | $10,818,808 | 50,306 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,075,602 | 9,444 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,002,531 | 9,280 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,871,297 | 9,143 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,834,951 | 9,459 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,906,992 | 9,738 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,868,894 | 9,436 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,711,771 | 9,377 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,712,333 | 9,377 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,436,812 | 8,432 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,372,160 | 8,831 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,525,704 | 9,393 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,499,595 | 9,737 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,449,104 | 9,543 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,178,460 | 8,719 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,390,224 | 9,690 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,499,331 | 9,246 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,335,871 | 7,778 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,424,947 | 9,277 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,846,954 | 11,932 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,721,130 | 11,702 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,699,545 | 12,039 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,565,148 | 12,165 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,404,050 | 11,982 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $886,569 | 8,575 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||