Strategic Financial Services, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1432539
UTICA, NY
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,171,646
-$27,913 QoQ
Shares Held
5,448
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.56%
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%
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 | $1,171,646 | 5,448 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,199,559 | 5,458 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,131,171 | 5,242 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,055,687 | 5,158 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,060,543 | 5,467 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $1,225,308 | 6,257 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,365,821 | 6,896 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,304,684 | 7,147 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,315,157 | 7,202 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,289,757 | 7,569 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,286,857 | 8,282 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,376,594 | 8,475 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,427,672 | 9,270 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,558,892 | 10,266 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,654,628 | 12,242 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,066,254 | 14,402 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,747,476 | 16,943 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,102,148 | 18,062 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,042,201 | 19,806 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,193,782 | 20,633 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,220,904 | 21,899 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,438,054 | 24,354 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,136,161 | 32,148 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,658,842 | 39,758 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,255,623 | 50,833 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||