Montecito Bank & Trust

Bank

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1422508 SANTA BARBARA, CA

Position in VIG

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$2,963,311

-$148,992 QoQ

Shares Held

13,779

-2.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 72% Shared 0% None 28%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,963,311	13,779	-2.7%	Shares	Defined	2026-04-16
2025-12-31	$3,112,303	14,161	-3.3%	Shares	Defined	2026-01-09
2025-09-30	$3,161,322	14,650	-7.8%	Shares	Defined	2025-10-07
2025-03-31	$3,081,530	15,885	-11.4%	Shares	Defined	2025-04-17
2024-12-31	$3,509,273	17,920	-5.5%	Shares	Defined	2025-01-21
2024-09-30	$3,754,623	18,957	-8.7%	Shares	Defined	2024-10-31
2024-06-30	$3,791,198	20,768	-31.3%	Shares	Sole	2024-07-17
2024-03-31	$5,519,204	30,224	-10.5%	Shares	Sole	2024-04-09
2023-12-31	$5,757,475	33,788	-0.8%	Shares	Sole	2024-01-05
2023-09-30	$5,291,465	34,055	-2.0%	Shares	Sole	2023-10-16
2023-06-30	$5,644,766	34,752	-0.4%	Shares	Sole	2023-07-25
2023-03-31	$5,375,872	34,906	-4.3%	Shares	Sole	2023-04-25
2022-12-31	$5,539,943	36,483	+3.0%	Shares	Sole	2023-01-20
2022-09-30	$4,788,583	35,429	-2.2%	Shares	Sole	2022-10-14
2022-06-30	$5,197,487	36,227	+12.0%	Shares	Sole	2022-08-01
2022-03-31	$5,246,200	32,352	+1.7%	Shares	Sole	2022-04-22
2021-12-31	$5,462,680	31,806	+1.6%	Shares	Sole	2022-01-25
2021-09-30	$4,809,062	31,309	-0.5%	Shares	Sole	2021-10-28
2021-06-30	$4,869,073	31,456	+8.1%	Shares	Sole	2021-07-08
2021-03-31	$4,278,998	29,093	-4.2%	Shares	Sole	2021-04-26
2020-12-31	$4,286,062	30,361	+11.8%	Shares	Sole	2021-01-28
2020-09-30	$3,492,733	27,147	-1.2%	Shares	Sole	2020-10-27
2020-06-30	$3,219,051	27,471	+68.5%	Shares	Sole	2020-07-17
2020-03-31	$1,685,773	16,305	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.