MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1607355
GLASTONBURY, CT
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,286,502
+$95,715 QoQ
Shares Held
5,437
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#323
of 591 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $1,286,502 | 5,437 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,190,787 | 5,537 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $943,075 | 4,291 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $766,054 | 3,550 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $726,578 | 3,550 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $688,664 | 3,550 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $714,583 | 3,649 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $750,845 | 3,791 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $653,711 | 3,581 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $681,317 | 3,731 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $639,852 | 3,755 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $583,296 | 3,754 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $626,005 | 3,854 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $593,554 | 3,854 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $585,078 | 3,853 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $521,987 | 3,862 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $554,081 | 3,862 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,274,739 | 7,861 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,294,308 | 7,536 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $973,056 | 6,335 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $941,897 | 6,085 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $909,542 | 6,184 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $880,053 | 6,234 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $846,968 | 6,583 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $812,291 | 6,932 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $857,206 | 8,291 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||