NAPLES GLOBAL ADVISORS, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1582151 NAPLES, FL

Position in VIG

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$677,223

-$17,062 QoQ

Shares Held

3,149

-0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$677,223	3,149	-0.3%	Shares	Sole	2026-04-20
2025-12-31	$694,285	3,159	-0.6%	Shares	Sole	2026-02-04
2025-09-30	$685,996	3,179	+0.3%	Shares	Sole	2025-10-30
2025-06-30	$648,599	3,169	0.0%	Shares	Sole	2025-07-18
2025-03-31	$614,754	3,169	-16.4%	Shares	Sole	2025-04-10
2024-12-31	$741,999	3,789	+6.8%	Shares	Sole	2025-01-29
2024-09-30	$702,914	3,549	+5.0%	Shares	Sole	2024-10-24
2024-06-30	$616,836	3,379	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$616,126	3,374	+17.6%	Shares	Sole	2024-04-29
2023-12-31	$489,048	2,870	0.0%	Shares	Sole	2024-01-11
2023-09-30	$445,940	2,870	-3.4%	Shares	Sole	2023-10-16
2023-06-30	$482,417	2,970	+10.0%	Shares	Sole	2023-07-17
2023-03-31	$415,827	2,700	+12.7%	Shares	Sole	2023-04-17
2022-12-31	$363,680	2,395	+3.9%	Shares	Sole	2023-04-17
2022-09-30	$311,543	2,305	+5.7%	Shares	Sole	2022-10-20
2022-06-30	$312,764	2,180	+1.9%	Shares	Sole	2022-08-11
2022-03-31	$347,022	2,140	-1.2%	Shares	Sole	2022-04-28
2021-12-31	$371,838	2,165	-7.5%	Shares	Sole	2022-02-04
2021-09-30	$359,424	2,340	0.0%	Shares	Sole	2021-10-29
2021-06-30	$362,208	2,340	+2.6%	Shares	Sole	2021-08-06
2021-03-31	$335,342	2,280	-1.1%	Shares	Sole	2021-05-10
2020-12-31	$325,396	2,305	-1.7%	Shares	Sole	2021-02-08
2020-09-30	$301,707	2,345	0.0%	Shares	Sole	2020-10-26
2020-06-30	$274,787	2,345	+1.3%	Shares	Sole	2020-08-04
2020-03-31	$239,347	2,315	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.