Capital Advisors, Ltd. LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1597878
SHAKER HEIGHTS, OH
Position in VIG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$30,505,615
-$1,380,067 QoQ
Shares Held
141,847
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.32%
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%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,505,615 | 141,847 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $31,885,682 | 145,080 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $32,357,494 | 149,949 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $30,846,225 | 150,712 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $30,082,417 | 155,072 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $30,825,404 | 157,409 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $31,561,059 | 159,351 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $29,746,522 | 162,950 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $29,919,918 | 163,846 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $28,384,209 | 166,574 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $26,292,315 | 169,213 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $27,221,968 | 167,592 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $25,771,879 | 167,339 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $27,553,941 | 181,455 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,922,952 | 162,200 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $22,985,902 | 160,214 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $25,943,491 | 159,987 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $27,467,977 | 159,930 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $24,510,412 | 159,573 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $24,558,981 | 158,660 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $23,092,883 | 157,009 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $21,919,324 | 155,269 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $19,828,821 | 154,118 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $18,042,907 | 153,976 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $15,594,830 | 150,835 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||