CAPTRUST FINANCIAL ADVISORS
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1512024
RALEIGH, NC
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$292,847,537
+$27,924,156 QoQ
Shares Held
1,237,628
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#20
of 591 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,847,537 | 1,237,628 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $264,923,381 | 1,231,858 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $264,858,196 | 1,205,106 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $261,193,079 | 1,210,404 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $249,264,318 | 1,217,884 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $226,648,022 | 1,168,349 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $202,841,693 | 1,035,805 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $203,045,962 | 1,025,174 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $181,476,971 | 994,122 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $183,580,937 | 1,005,317 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $179,220,585 | 1,051,764 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $163,959,772 | 1,055,218 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $169,839,082 | 1,045,614 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $170,222,170 | 1,105,267 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $176,997,271 | 1,165,606 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $131,848,444 | 975,499 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $134,202,411 | 935,404 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $176,396,837 | 1,087,795 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $184,790,634 | 1,075,928 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $69,327,513 | 451,351 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $65,919,024 | 425,861 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $65,522,375 | 445,488 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $65,641,650 | 464,983 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $53,511,366 | 415,913 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $61,526,765 | 525,062 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $49,462,189 | 478,404 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||