Baker Avenue Asset Management, LP

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1432529 SAN FRANCISCO, CA

Position in VIG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$538,510

-$168,302 QoQ

Shares Held

2,504

-22.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 10% Shared 0% None 90%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$538,510	2,504	-22.1%	Shares	Sole	2026-05-12
2025-12-31	$706,812	3,216	+27.2%	Shares	Sole	2026-02-10
2025-09-30	$545,517	2,528	-0.1%	Shares	Sole	2025-10-31
2025-06-30	$517,815	2,530	-0.0%	Shares	Sole	2025-08-13
2025-03-31	$490,988	2,531	+94.1%	Shares	Sole	2025-05-08
2024-12-31	$255,362	1,304	0.0%	Shares	Sole	2025-02-14
2024-09-30	$258,270	1,304	-28.4%	Shares	Sole	2024-11-04
2024-06-30	$332,606	1,822	+0.9%	Shares	Sole	2024-08-08
2024-03-31	$329,611	1,805	-46.6%	Shares	Sole	2024-05-13
2023-12-31	$575,781	3,379	-6.2%	Shares	Sole	2024-02-15
2023-09-30	$559,989	3,604	+22.4%	Shares	Sole	2023-11-15
2023-06-30	$478,356	2,945	-2.3%	Shares	Sole	2023-08-14
2023-03-31	$464,032	3,013	+21.1%	Shares	Sole	2023-05-16
2022-12-31	$377,802	2,488	-1.9%	Shares	Sole	2023-02-14
2022-09-30	$342,630	2,535	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$365,131	2,545	-4.9%	Shares	Sole	2022-08-03
2022-03-31	$433,778	2,675	+3.9%	Shares	Sole	2022-05-16
2021-12-31	$442,256	2,575	0.0%	Shares	Sole	2022-02-11
2021-09-30	$395,520	2,575	0.0%	Shares	Sole	2021-11-15
2021-06-30	$398,584	2,575	0.0%	Shares	Sole	2021-08-16
2021-03-31	$378,731	2,575	0.0%	Shares	Sole	2021-05-17
2020-12-31	$363,512	2,575	0.0%	Shares	Sole	2021-02-17
2020-09-30	$331,299	2,575	0.0%	Shares	Sole	2020-11-16
2020-06-30	$301,738	2,575	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.