Tortoise Investment Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1599511
WHITE PLAINS, NY
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$510,552
-$17,359 QoQ
Shares Held
2,374
-1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
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 | $510,552 | 2,374 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $527,911 | 2,402 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $366,843 | 1,700 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $317,238 | 1,550 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $300,684 | 1,550 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $304,319 | 1,554 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $349,377 | 1,764 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $322,018 | 1,764 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 | $317,558 | 1,739 | Shares | Sole | 2025-08-07 | |
| 2023-12-31 | $296,325 | 1,739 | Shares | Sole | 2025-08-07 | |
| 2023-09-30 | $315,266 | 2,029 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $234,548 | 1,444 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $222,390 | 1,444 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $219,271 | 1,444 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $195,171 | 1,444 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $207,170 | 1,444 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $233,510 | 1,440 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $247,320 | 1,440 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $221,184 | 1,440 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $222,897 | 1,440 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $270,774 | 1,841 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $259,893 | 1,841 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $196,206 | 1,525 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $472,821 | 4,035 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $417,178 | 4,035 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||