LGL PARTNERS, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1653202 PHILADELPHIA, PA

Position in VIG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,191,275

-$59,271 QoQ

Shares Held

14,839

+0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.31%

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	$3,191,275	14,839	+0.3%	Shares	Sole	2026-05-14
2025-12-31	$3,250,546	14,790	-3.1%	Shares	Sole	2026-02-09
2025-09-30	$3,292,739	15,259	0.0%	Shares	Sole	2025-11-13
2025-06-30	$3,123,059	15,259	-2.9%	Shares	Sole	2025-08-15
2025-03-31	$3,047,388	15,709	-24.0%	Shares	Sole	2025-05-15
2024-12-31	$4,048,785	20,675	+0.5%	Shares	Sole	2025-02-04
2024-09-30	$4,074,292	20,571	-18.2%	Shares	Sole	2024-11-12
2024-06-30	$4,590,767	25,148	+0.0%	Shares	Sole	2024-08-01
2024-03-31	$4,592,093	25,147	+0.3%	Shares	Sole	2024-04-30
2023-12-31	$4,273,291	25,078	+19.1%	Shares	Sole	2024-02-05
2023-09-30	$3,271,992	21,058	+0.4%	Shares	Sole	2023-11-13
2023-06-30	$3,407,781	20,980	+29.4%	Shares	Sole	2023-08-02
2023-03-31	$2,496,810	16,212	-1.9%	Shares	Sole	2023-05-12
2022-12-31	$2,509,169	16,524	+14.5%	Shares	Sole	2023-02-14
2022-09-30	$1,950,223	14,429	+8.8%	Shares	Sole	2022-11-09
2022-06-30	$1,902,986	13,264	+0.5%	Shares	Sole	2022-08-12
2022-03-31	$2,140,349	13,199	+0.4%	Shares	Sole	2022-05-16
2021-12-31	$2,257,138	13,142	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$2,009,395	13,082	+0.4%	Shares	Sole	2021-11-12
2021-06-30	$2,015,984	13,024	+0.4%	Shares	Sole	2021-08-09
2021-03-31	$1,907,480	12,969	-0.4%	Shares	Sole	2021-05-04
2020-12-31	$1,838,739	13,025	+0.3%	Shares	Sole	2021-02-03
2020-09-30	$1,670,650	12,985	-2.7%	Shares	Sole	2020-11-04
2020-06-30	$1,563,064	13,339	-58.3%	Shares	Sole	2020-08-10
2020-03-31	$3,307,859	31,994	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.