Horizon Investments, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1560717
Charlotte, NC
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$53,352,130
-$41,142,653 QoQ
Shares Held
225,476
-48.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#53
of 591 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,352,130 | 225,476 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $94,494,783 | 439,388 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $28,576,893 | 130,025 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $27,848,993 | 129,056 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,855,591 | 23,724 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,980 | 103 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,170 | 103 | Shares | Sole | 2025-02-10 | |
| 2022-09-30 | $1,444,995 | 10,691 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,823,790 | 12,712 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $826,691 | 5,098 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $693,870 | 4,040 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $860,313 | 5,601 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,840,762 | 11,892 | Shares | Defined | 2021-08-13 | |
| 2020-09-30 | $15,846,279 | 123,164 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,229,962 | 36,098 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $599,041 | 5,794 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||