Abacus Planning Group, Inc.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1602730 COLUMBIA, SC

Position in VIG

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$440,227

-$8,563 QoQ

Shares Held

2,047

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$440,227	2,047	+0.2%	Shares	Sole	2026-04-08
2025-12-31	$448,790	2,042	+0.4%	Shares	Sole	2026-01-16
2025-09-30	$438,701	2,033	+0.1%	Shares	Sole	2025-10-22
2025-06-30	$415,480	2,030	-0.6%	Shares	Sole	2025-07-21
2025-03-31	$396,321	2,043	+0.2%	Shares	Sole	2025-04-14
2024-12-31	$399,297	2,039	-0.8%	Shares	Sole	2025-02-03
2024-09-30	$407,211	2,056	-0.5%	Shares	Sole	2024-10-02
2024-06-30	$377,330	2,067	+1.3%	Shares	Sole	2024-07-31
2024-03-31	$372,707	2,041	+0.0%	Shares	Sole	2024-04-12
2023-12-31	$347,616	2,040	+0.8%	Shares	Sole	2024-01-19
2023-09-30	$314,333	2,023	+0.3%	Shares	Sole	2023-10-11
2023-06-30	$327,621	2,017	+8.5%	Shares	Sole	2023-07-07
2023-03-31	$286,304	1,859	+0.3%	Shares	Sole	2023-04-18
2022-12-31	$281,378	1,853	-40.6%	Shares	Sole	2023-01-19
2022-09-30	$421,293	3,117	-7.4%	Shares	Sole	2022-10-19
2022-06-30	$483,063	3,367	+0.6%	Shares	Sole	2022-07-18
2022-03-31	$542,749	3,347	+0.1%	Shares	Sole	2022-04-13
2021-12-31	$573,988	3,342	+4.9%	Shares	Sole	2022-01-18
2021-09-30	$489,369	3,186	+92.6%	Shares	Sole	2021-10-19
2021-06-30	$256,022	1,654	+0.3%	Shares	Sole	2021-07-20
2021-03-31	$242,534	1,649	+3.2%	Shares	Sole	2021-04-27
2020-12-31	$225,589	1,598	+0.6%	Shares	Sole	2021-02-01
2020-09-30	$204,312	1,588	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.