HMS Capital Management, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1689470 NASHVILLE, TN

Position in VIG

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$450,120

+$96,934 QoQ

Shares Held

2,093

+30.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.24%

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	$450,120	2,093	+30.2%	Shares	Sole	2026-04-22
2025-12-31	$353,186	1,607	-1.0%	Shares	Sole	2026-01-16
2025-09-30	$350,227	1,623	0.0%	Shares	Sole	2025-10-30
2025-06-30	$332,179	1,623	-56.3%	Shares	Sole	2025-07-07
2025-03-31	$720,866	3,716	-17.3%	Shares	Sole	2025-05-14
2024-12-31	$879,668	4,492	-0.5%	Shares	Sole	2025-01-29
2024-09-30	$893,844	4,513	0.0%	Shares	Sole	2024-10-30
2024-06-30	$823,848	4,513	0.0%	Shares	Sole	2024-07-24
2024-03-31	$824,118	4,513	+3.2%	Shares	Sole	2024-04-24
2023-12-31	$745,159	4,373	-0.1%	Shares	Sole	2024-01-17
2023-09-30	$679,942	4,376	+0.3%	Shares	Sole	2023-10-19
2023-06-30	$708,519	4,362	-1.0%	Shares	Sole	2023-08-14
2023-03-31	$678,722	4,407	-15.4%	Shares	Sole	2023-04-13
2022-12-31	$790,834	5,208	-0.6%	Shares	Sole	2023-01-23
2022-09-30	$708,508	5,242	-0.4%	Shares	Sole	2022-10-12
2022-06-30	$754,795	5,261	+0.8%	Shares	Sole	2022-07-27
2022-03-31	$846,150	5,218	-0.3%	Shares	Sole	2022-04-20
2021-12-31	$898,767	5,233	-0.4%	Shares	Sole	2022-02-03
2021-09-30	$807,321	5,256	-2.2%	Shares	Sole	2021-11-02
2021-06-30	$831,996	5,375	+47.4%	Shares	Sole	2021-07-13
2021-03-31	$536,400	3,647	-29.6%	Shares	Sole	2021-04-12
2020-12-31	$731,542	5,182	-17.9%	Shares	Sole	2021-01-29
2020-09-30	$812,359	6,314	-4.3%	Shares	Sole	2020-10-20
2020-06-30	$773,270	6,599	+7.3%	Shares	Sole	2020-07-31
2020-03-31	$635,641	6,148	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.