Klingman & Associates, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1662449
New York, NY
Position in VIG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,089,063
-$158,188 QoQ
Shares Held
5,064
-10.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
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 | $1,089,063 | 5,064 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,247,251 | 5,675 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,466,077 | 6,794 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,396,054 | 6,821 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,338,143 | 6,898 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,289,148 | 6,583 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,281,844 | 6,472 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,180,550 | 6,467 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,173,634 | 6,427 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,094,479 | 6,423 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,074,141 | 6,913 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,154,714 | 7,109 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $945,621 | 6,140 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $859,622 | 5,661 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $722,565 | 5,346 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $766,273 | 5,341 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $865,934 | 5,340 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $743,334 | 4,328 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $692,736 | 4,510 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $697,483 | 4,506 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $662,154 | 4,502 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $599,548 | 4,247 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $592,993 | 4,609 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $535,395 | 4,569 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $668,209 | 6,463 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||