Community Financial Services Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1537319
NEWPORT, VT
Position in VIG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$117,422
-$177,693 QoQ
Shares Held
546
-63.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,422 | 546 | Shares | Defined | 2026-04-08 | |
| 2024-12-31 | $295,115 | 1,507 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $486,039 | 2,454 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $483,574 | 2,649 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $605,534 | 3,316 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $4,507,107 | 29,007 | Shares | Sole | 2023-11-07 | |
| 2021-12-31 | $4,367,774 | 25,431 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $3,660,902 | 23,834 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,642,053 | 23,529 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $3,190,753 | 21,694 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||