Capstone Financial Advisors, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1599217
DOWNERS GROVE, IL
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,106,084
+$657,883 QoQ
Shares Held
38,484
-2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#164
of 591 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,106,084 | 38,484 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,448,201 | 39,283 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,683,288 | 39,509 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,742,300 | 40,513 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,379,394 | 40,941 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,222,654 | 42,387 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,428,719 | 43,041 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,576,592 | 43,303 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,779,550 | 42,616 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,478,582 | 46,430 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,183,289 | 48,024 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,154,497 | 52,481 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,711,445 | 53,632 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $8,446,370 | 54,843 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,761,441 | 57,698 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,053,914 | 59,588 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,959,127 | 62,446 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $10,792,072 | 66,552 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,941,534 | 75,351 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,085,248 | 78,680 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,651,436 | 101,114 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,648,720 | 113,195 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $20,805,775 | 147,381 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $24,427,258 | 189,859 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $24,202,591 | 206,542 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $23,815,783 | 230,349 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||