Patten Group, Inc.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1633207 CHATTANOOGA, TN

Position in VIG

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,908,227

-$50,232 QoQ

Shares Held

8,873

-0.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.48%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,908,227	8,873	-0.4%	Shares	Sole	2026-04-24
2025-12-31	$1,958,459	8,911	+46.7%	Shares	Sole	2026-01-23
2025-09-30	$1,310,924	6,075	-2.3%	Shares	Sole	2025-11-10
2025-06-30	$1,272,638	6,218	-2.9%	Shares	Sole	2025-07-30
2025-03-31	$1,242,505	6,405	-3.4%	Shares	Sole	2025-05-14
2024-12-31	$1,298,940	6,633	-1.9%	Shares	Sole	2025-02-06
2024-09-30	$1,339,479	6,763	-0.7%	Shares	Sole	2024-10-08
2024-06-30	$1,243,713	6,813	+1.5%	Shares	Sole	2024-07-25
2024-03-31	$1,225,678	6,712	+3.6%	Shares	Sole	2024-04-17
2023-12-31	$1,104,362	6,481	+4.6%	Shares	Sole	2024-01-10
2023-09-30	$962,423	6,194	+4.4%	Shares	Sole	2023-10-12
2023-06-30	$963,534	5,932	+0.7%	Shares	Sole	2023-07-26
2023-03-31	$907,580	5,893	-1.1%	Shares	Sole	2023-04-06
2022-12-31	$904,874	5,959	-6.0%	Shares	Sole	2023-02-10
2022-09-30	$856,779	6,339	-2.2%	Shares	Sole	2022-10-13
2022-06-30	$930,116	6,483	-2.1%	Shares	Sole	2022-07-18
2022-03-31	$1,073,985	6,623	-2.5%	Shares	Sole	2022-04-28
2021-12-31	$1,167,041	6,795	+10.8%	Shares	Sole	2022-01-20
2021-09-30	$941,875	6,132	+4.4%	Shares	Sole	2021-11-15
2021-06-30	$909,391	5,875	+4.2%	Shares	Sole	2021-08-03
2021-03-31	$829,531	5,640	+14.6%	Shares	Sole	2021-04-23
2020-12-31	$694,556	4,920	+30.5%	Shares	Sole	2021-02-02
2020-09-30	$485,048	3,770	+9.8%	Shares	Sole	2020-10-19
2020-06-30	$402,513	3,435	+30.4%	Shares	Sole	2020-07-20
2020-03-31	$272,432	2,635	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.