YHB Investment Advisors, Inc.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1469219 West Hartford, CT

Position in VIG

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$626,469

-$37,925 QoQ

Shares Held

2,913

-3.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 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
2026-03-31	$626,469	2,913	-3.6%	Shares	Sole	2026-04-13
2025-12-31	$664,394	3,023	-1.9%	Shares	Sole	2026-01-16
2025-09-30	$665,280	3,083	-4.8%	Shares	Sole	2025-10-08
2025-06-30	$662,721	3,238	0.0%	Shares	Sole	2025-07-10
2025-03-31	$628,139	3,238	-4.2%	Shares	Sole	2025-04-23
2024-12-31	$661,905	3,380	-33.6%	Shares	Sole	2025-01-22
2024-09-30	$1,007,927	5,089	-3.6%	Shares	Sole	2024-10-22
2024-06-30	$963,316	5,277	-15.4%	Shares	Sole	2024-08-01
2024-03-31	$1,138,938	6,237	-1.8%	Shares	Sole	2024-08-15
2023-12-31	$1,082,380	6,352	0.0%	Shares	Sole	2024-01-29
2023-09-30	$986,973	6,352	-1.1%	Shares	Sole	2023-10-23
2023-06-30	$1,042,800	6,420	-2.6%	Shares	Sole	2023-08-10
2023-03-31	$1,015,233	6,592	0.0%	Shares	Sole	2023-05-08
2022-12-31	$1,000,995	6,592	-5.0%	Shares	Sole	2023-01-12
2022-09-30	$938,280	6,942	+1.1%	Shares	Sole	2022-11-03
2022-06-30	$985,208	6,867	+6.6%	Shares	Sole	2022-07-14
2022-03-31	$1,044,796	6,443	-2.4%	Shares	Sole	2022-04-14
2021-12-31	$1,134,065	6,603	-1.9%	Shares	Sole	2022-01-18
2021-09-30	$1,033,420	6,728	0.0%	Shares	Sole	2021-10-28
2021-06-30	$1,041,427	6,728	-9.1%	Shares	Sole	2021-07-15
2021-03-31	$1,088,833	7,403	-3.5%	Shares	Sole	2021-04-22
2020-12-31	$1,082,491	7,668	-5.5%	Shares	Sole	2021-01-21
2020-09-30	$1,043,818	8,113	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.