UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1463217
IRVING, TX
Position in VIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,257,274
+$427,181 QoQ
Shares Held
80,244
+4.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
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 | $17,257,274 | 80,244 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,830,093 | 76,577 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,298,087 | 56,991 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,601,923 | 56,686 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $11,084,006 | 57,137 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,980,971 | 56,074 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $11,738,422 | 59,267 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $11,008,130 | 60,302 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,843,929 | 59,383 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,742,960 | 57,177 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,883,125 | 70,042 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,253,070 | 87,749 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,979,064 | 71,288 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $11,803,452 | 77,731 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $11,070,279 | 81,905 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,811,311 | 82,326 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $11,413,793 | 70,386 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,376,820 | 72,063 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,612,620 | 75,603 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,038,173 | 77,771 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $16,232,337 | 110,364 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,983,033 | 120,302 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $18,870,690 | 146,671 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $19,268,141 | 164,432 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $22,978,117 | 222,247 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||