Gradient Investments LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1542265 ARDEN HILLS, MN

Position in VIG

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

Position Value

$562,381

-$8,827 QoQ

Shares Held

2,615

+0.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$562,381	2,615	+0.6%	Shares	Sole	2026-04-13
2025-12-31	$571,208	2,599	+27.3%	Shares	Sole	2026-01-08
2025-09-30	$440,427	2,041	+580.3%	Shares	Sole	2025-10-06
2024-06-30	$54,765	300	+11.9%	Shares	Sole	2024-07-18
2024-03-31	$48,939	268	-57.5%	Shares	Sole	2024-04-23
2023-12-31	$107,522	631	-25.8%	Shares	Sole	2024-01-18
2023-09-30	$132,073	850	-67.2%	Shares	Sole	2023-10-27
2023-06-30	$420,368	2,588	-5.4%	Shares	Sole	2023-07-11
2023-03-31	$421,217	2,735	+19.5%	Shares	Sole	2023-04-17
2022-12-31	$347,432	2,288	-43.1%	Shares	Sole	2023-01-10
2022-09-30	$543,748	4,023	+0.0%	Shares	Sole	2022-10-14
2022-06-30	$576,892	4,021	-2.2%	Shares	Sole	2022-07-11
2022-03-31	$666,801	4,112	-1.9%	Shares	Sole	2022-05-26
2021-12-31	$719,976	4,192	-16.4%	Shares	Sole	2022-01-12
2021-09-30	$770,304	5,015	+0.0%	Shares	Sole	2021-10-18
2021-06-30	$775,962	5,013	+40.4%	Shares	Sole	2021-07-12
2021-03-31	$525,222	3,571	+91.0%	Shares	Sole	2021-04-21
2020-12-31	$263,987	1,870	0.0%	Shares	Sole	2021-01-08
2020-09-30	$240,594	1,870	+2.2%	Shares	Sole	2020-10-06
2020-06-30	$214,439	1,830	0.0%	Shares	Sole	2020-07-10
2020-03-31	$189,203	1,830	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.