Capital Advantage, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1628896
Walnut Creek, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$25,208,472
-$499,194 QoQ
Shares Held
117,216
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.05%
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 | $25,208,472 | 117,216 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $25,707,666 | 116,970 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $24,738,597 | 114,642 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $23,235,161 | 113,525 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $23,074,140 | 118,945 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $23,292,999 | 118,945 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,507,939 | 118,691 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $21,528,851 | 117,934 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $21,739,537 | 119,049 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $20,112,823 | 118,033 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $18,177,284 | 116,986 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $19,245,680 | 118,486 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $18,226,467 | 118,346 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $18,658,568 | 122,875 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $17,349,948 | 128,366 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $18,468,893 | 128,730 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $21,467,389 | 132,384 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $23,079,593 | 134,379 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $21,372,825 | 139,146 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $28,013,584 | 180,978 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $26,833,716 | 182,443 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $26,327,075 | 186,492 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $24,266,819 | 188,612 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,646,544 | 184,729 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $19,414,884 | 187,783 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||