Kelman-Lazarov, Inc.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1672067 MEMPHIS, TN

Position in VIG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,639,187

-$34,217 QoQ

Shares Held

7,622

+0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.48%

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	$1,639,187	7,622	+0.1%	Shares	Sole	2026-04-27
2025-12-31	$1,673,404	7,614	+0.1%	Shares	Sole	2026-01-26
2025-09-30	$1,642,161	7,610	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$1,555,901	7,602	0.0%	Shares	Sole	2025-07-29
2025-03-31	$1,474,711	7,602	+6.5%	Shares	Sole	2025-05-06
2024-12-31	$1,398,030	7,139	+2.9%	Shares	Sole	2025-02-13
2024-09-30	$1,374,734	6,941	0.0%	Shares	Sole	2024-11-08
2024-06-30	$1,267,079	6,941	-0.5%	Shares	Sole	2024-08-12
2024-03-31	$1,273,339	6,973	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,188,199	6,973	-0.7%	Shares	Sole	2024-02-01
2023-09-30	$1,091,544	7,025	-0.4%	Shares	Sole	2023-10-30
2023-06-30	$1,145,781	7,054	-1.4%	Shares	Sole	2023-08-04
2023-03-31	$1,101,633	7,153	-0.3%	Shares	Sole	2023-05-04
2022-12-31	$1,089,220	7,173	-6.9%	Shares	Sole	2023-02-06
2022-09-30	$1,041,137	7,703	-0.6%	Shares	Sole	2022-10-24
2022-06-30	$1,111,749	7,749	-7.3%	Shares	Sole	2022-08-08
2022-03-31	$1,355,657	8,360	-3.7%	Shares	Sole	2022-05-10
2021-12-31	$1,491,477	8,684	-0.5%	Shares	Sole	2022-02-09
2021-09-30	$1,340,313	8,726	-0.0%	Shares	Sole	2021-11-04
2021-06-30	$1,351,161	8,729	+0.6%	Shares	Sole	2021-08-10
2021-03-31	$1,275,919	8,675	-5.6%	Shares	Sole	2021-05-07
2020-12-31	$1,296,928	9,187	-0.3%	Shares	Sole	2021-02-08
2020-09-30	$1,185,215	9,212	-0.9%	Shares	Sole	2020-11-12
2020-06-30	$1,089,656	9,299	-5.0%	Shares	Sole	2020-07-29
2020-03-31	$1,012,291	9,791	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.