Jackson, Grant Investment Advisers, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1650300
STAMFORD, CT
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$21,495,247
-$568,027 QoQ
Shares Held
99,950
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,495,247 | 99,950 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $22,063,274 | 100,388 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $21,984,685 | 101,880 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,800,612 | 101,630 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $19,180,761 | 98,875 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $19,628,628 | 100,233 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $19,659,831 | 99,262 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $17,875,478 | 97,921 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $18,184,851 | 99,583 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $17,099,469 | 100,349 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,693,690 | 101,002 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $16,367,746 | 100,768 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $15,611,685 | 101,368 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $15,336,394 | 100,997 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $13,692,518 | 101,306 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,278,708 | 99,524 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,125,839 | 99,444 | Shares | Sole | 2022-04-28 | |
| 2021-09-30 | $14,742,681 | 95,981 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $14,949,463 | 96,579 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $14,179,100 | 96,404 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $13,503,616 | 95,655 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $11,530,895 | 89,623 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,215,752 | 87,180 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,782,670 | 84,947 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||