Stockman Wealth Management, Inc.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1389400 BILLINGS, MT

Position in VIG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$386,400

+$22,949 QoQ

Shares Held

1,633

-3.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#472

of 591 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,400	1,633	-3.4%	Shares	Sole	2026-08-11
2026-03-31	$363,451	1,690	-2.3%	Shares	Sole	2026-04-13
2025-12-31	$379,999	1,729	+12.7%	Shares	Sole	2026-01-29
2025-09-30	$331,021	1,534	-5.9%	Shares	Sole	2025-10-16
2025-06-30	$333,612	1,630	-9.3%	Shares	Sole	2025-07-17
2025-03-31	$348,600	1,797	+9.0%	Shares	Sole	2025-04-17
2024-12-31	$322,727	1,648	+4.7%	Shares	Sole	2025-01-28
2024-09-30	$311,746	1,574	-5.9%	Shares	Sole	2024-11-04
2024-06-30	$305,406	1,673	+43.7%	Shares	Sole	2024-07-31
2024-03-31	$212,558	1,164	-59.1%	Shares	Sole	2024-04-17
2023-03-31	$438,466	2,847	-21.1%	Shares	Sole	2023-05-04
2022-12-31	$547,722	3,607	0.0%	Shares	Sole	2023-02-08
2022-09-30	$487,522	3,607	-0.1%	Shares	Sole	2022-11-07
2022-06-30	$518,070	3,611	+9.8%	Shares	Sole	2022-07-28
2022-03-31	$533,344	3,289	-3.4%	Shares	Sole	2022-05-05
2021-12-31	$584,637	3,404	-0.0%	Shares	Sole	2022-02-08
2021-09-30	$523,008	3,405	+64.8%	Shares	Sole	2021-11-02
2021-06-30	$319,796	2,066	-1.2%	Shares	Sole	2021-08-12
2021-03-31	$307,544	2,091	-1.1%	Shares	Sole	2021-05-05
2020-12-31	$298,574	2,115	-1.5%	Shares	Sole	2021-02-08
2020-09-30	$276,233	2,147	-3.8%	Shares	Sole	2020-11-06
2020-06-30	$261,545	2,232	-38.4%	Shares	Sole	2020-08-11
2020-03-31	$374,581	3,623	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.