Shepherd Financial Partners LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1696628
WINCHESTER, MA
Position in VIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$442,378
-$9,489 QoQ
Shares Held
2,057
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $442,378 | 2,057 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $451,867 | 2,056 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $443,448 | 2,055 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $420,392 | 2,054 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $835,514 | 4,307 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $402,038 | 2,053 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $406,221 | 2,051 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $446,882 | 2,448 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $447,029 | 2,448 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $476,438 | 2,796 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $261,970 | 1,686 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $229,026 | 1,410 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $323,421 | 2,100 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $318,277 | 2,096 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $246,531 | 1,824 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $250,498 | 1,746 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $298,536 | 1,841 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $239,247 | 1,393 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $222,278 | 1,436 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||