ACCESS FINANCIAL SERVICES, INC.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1699622 MINNEAPOLIS, MN

Position in VIG

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$466,035

-$1,437 QoQ

Shares Held

2,167

+1.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$466,035	2,167	+1.9%	Shares	Sole	2026-04-15
2025-12-31	$467,472	2,127	-14.6%	Shares	Sole	2026-01-21
2025-09-30	$537,748	2,492	0.0%	Shares	Sole	2025-10-20
2025-06-30	$510,037	2,492	+5.7%	Shares	Sole	2025-07-18
2025-03-31	$457,234	2,357	-0.8%	Shares	Sole	2025-04-17
2024-12-31	$465,487	2,377	+5.1%	Shares	Sole	2025-01-16
2024-09-30	$448,011	2,262	0.0%	Shares	Sole	2024-10-31
2024-06-30	$412,928	2,262	0.0%	Shares	Sole	2024-07-25
2024-03-31	$413,063	2,262	0.0%	Shares	Sole	2024-04-23
2023-12-31	$385,444	2,262	-0.8%	Shares	Sole	2024-01-18
2023-09-30	$354,266	2,280	0.0%	Shares	Sole	2023-10-26
2023-06-30	$370,340	2,280	+2.8%	Shares	Sole	2023-08-08
2023-03-31	$341,440	2,217	0.0%	Shares	Sole	2023-04-24
2022-12-31	$336,651	2,217	0.0%	Shares	Sole	2023-01-20
2022-09-30	$299,649	2,217	0.0%	Shares	Sole	2022-10-18
2022-06-30	$318,072	2,217	0.0%	Shares	Sole	2022-07-20
2022-03-31	$359,508	2,217	-8.7%	Shares	Sole	2022-04-19
2021-12-31	$416,837	2,427	-35.4%	Shares	Sole	2022-01-14
2021-09-30	$577,075	3,757	-4.9%	Shares	Sole	2021-10-28
2021-06-30	$611,730	3,952	-38.7%	Shares	Sole	2021-07-15
2021-03-31	$948,224	6,447	+85.6%	Shares	Sole	2021-04-23
2020-12-31	$490,283	3,473	—	Shares	Sole	2021-01-14
No filing history on record for this holder in this stock.