Intrepid Financial Planning Group LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1641296
CARMEL, IN
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$359,662
+$28,470 QoQ
Shares Held
1,520
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#480
of 591 holders
Holding Since
Jun 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,662 | 1,520 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $331,192 | 1,540 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $338,461 | 1,540 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $332,316 | 1,540 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $315,191 | 1,540 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $298,744 | 1,540 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $301,578 | 1,540 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $305,012 | 1,540 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $281,127 | 1,540 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $338,741 | 1,855 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $316,092 | 1,855 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $288,229 | 1,855 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $301,307 | 1,855 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $285,688 | 1,855 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $281,681 | 1,855 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $250,721 | 1,855 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $266,136 | 1,855 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||