Retirement Planning Group, LLC
PensionPosition in VIG — Vanguard Dividend Appreciation ETF
CIK 1508195
LEAWOOD, KS
Position in VIG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$21,045,986
-$3,159,484 QoQ
Shares Held
97,861
-11.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $21,045,986 | 97,861 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $24,205,470 | 110,135 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $25,783,236 | 119,483 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $33,061,163 | 161,534 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $35,344,202 | 182,196 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $146,429,140 | 747,736 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $136,481,363 | 689,091 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $124,591,835 | 682,508 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $121,746,269 | 666,701 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $114,414,739 | 671,448 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $103,448,430 | 665,777 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $107,709,607 | 663,114 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $100,437,621 | 652,150 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $96,524,667 | 635,658 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $90,252,143 | 667,743 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $96,637,948 | 673,576 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $104,542,119 | 644,685 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $60,900,145 | 354,586 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $53,342,668 | 347,283 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $53,224,231 | 343,848 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $44,935,587 | 305,518 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $41,511,462 | 294,053 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $38,164,029 | 296,627 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $39,455,912 | 336,712 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $41,968,482 | 405,924 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||