Regal Investment Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1559789
KENTWOOD, MI
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,884,432
+$527,085 QoQ
Shares Held
54,452
-5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#130
of 591 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 25%
None 75%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,884,432 | 54,452 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,357,347 | 57,460 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,862,844 | 58,526 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,181,992 | 56,453 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,081,857 | 54,145 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,370,511 | 53,459 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $13,406,521 | 68,460 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,682,975 | 69,085 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,405,185 | 67,955 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,573,428 | 68,854 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,559,843 | 73,708 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,901,020 | 76,593 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,019,170 | 73,996 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,622,518 | 75,466 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,088,998 | 73,026 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $10,022,114 | 74,150 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $10,395,549 | 72,458 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $11,100,824 | 68,456 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $11,353,705 | 66,106 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $9,923,635 | 64,607 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $9,544,196 | 61,659 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $8,952,436 | 63,416 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $7,493,543 | 63,949 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||