IRON Financial LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1595509 NORTHBROOK, IL

Position in VIG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,981,992

-$94,489 QoQ

Shares Held

9,216

-2.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,981,992	9,216	-2.5%	Shares	Sole	2026-04-27
2025-12-31	$2,076,481	9,448	+0.0%	Shares	Sole	2026-01-22
2025-09-30	$2,038,568	9,447	+0.1%	Shares	Sole	2025-10-24
2025-06-30	$1,932,494	9,442	+30.9%	Shares	Sole	2025-07-25
2025-03-31	$1,399,055	7,212	+0.0%	Shares	Sole	2025-04-25
2024-12-31	$1,412,130	7,211	-5.7%	Shares	Sole	2025-01-22
2024-09-30	$1,515,159	7,650	-6.2%	Shares	Sole	2024-10-28
2024-06-30	$1,489,060	8,157	0.0%	Shares	Sole	2024-07-29
2024-03-31	$1,489,549	8,157	+0.3%	Shares	Sole	2024-04-23
2023-12-31	$1,385,863	8,133	+0.5%	Shares	Sole	2024-01-19
2023-09-30	$1,257,956	8,096	+0.1%	Shares	Sole	2023-10-31
2023-06-30	$1,314,058	8,090	0.0%	Shares	Sole	2023-07-24
2023-03-31	$1,245,940	8,090	+0.1%	Shares	Sole	2023-04-26
2022-12-31	$1,227,555	8,084	-20.3%	Shares	Sole	2023-02-14
2022-09-30	$1,370,657	10,141	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$1,440,438	10,040	+0.5%	Shares	Sole	2022-07-27
2022-03-31	$1,620,789	9,995	+0.4%	Shares	Sole	2022-05-04
2021-12-31	$1,709,771	9,955	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$1,522,483	9,912	-6.0%	Shares	Sole	2021-11-02
2021-06-30	$1,632,260	10,545	-5.4%	Shares	Sole	2021-07-28
2021-03-31	$1,638,912	11,143	-7.5%	Shares	Sole	2021-05-07
2020-12-31	$1,700,957	12,049	+5.0%	Shares	Sole	2021-01-13
2020-09-30	$1,475,730	11,470	+4.7%	Shares	Sole	2020-11-09
2020-06-30	$1,284,058	10,958	-11.7%	Shares	Sole	2020-07-15
2020-03-31	$1,282,863	12,408	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.