Patriot Financial Group Insurance Agency, LLC
InsurancePosition in VIG — Vanguard Dividend Appreciation ETF
CIK 1694883
Westborough, MA
Position in VIG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$12,988,763
+$5,508,331 QoQ
Shares Held
60,396
+77.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $12,988,763 | 60,396 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,480,432 | 34,036 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,420,802 | 34,389 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,700,024 | 18,078 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,551,180 | 18,306 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,722,532 | 19,009 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,667,873 | 18,519 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,476,299 | 19,043 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,635,399 | 19,908 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,237,770 | 19,001 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,897,837 | 18,650 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,947,292 | 18,145 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,805,292 | 18,215 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,868,750 | 18,892 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,787,539 | 20,624 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,006,844 | 20,958 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,412,657 | 21,045 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,567,075 | 20,769 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $3,221,606 | 20,974 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $9,542,029 | 61,645 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $11,675,945 | 79,385 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $11,111,490 | 78,710 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $9,981,442 | 77,580 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $9,100,433 | 77,662 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $8,298,805 | 80,267 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||