BFSG, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1706836 IRVINE, CA

Position in VIG

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$2,677,066

+$230,476 QoQ

Shares Held

12,448

+11.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,677,066	12,448	+11.8%	Shares	Sole	2026-04-29
2025-12-31	$2,446,590	11,132	+174.7%	Shares	Sole	2026-01-22
2025-09-30	$874,596	4,053	-1.2%	Shares	Sole	2025-10-29
2025-06-30	$839,761	4,103	-1.2%	Shares	Sole	2025-07-15
2025-03-31	$805,640	4,153	+4.7%	Shares	Sole	2025-04-18
2024-12-31	$776,857	3,967	-36.4%	Shares	Sole	2025-01-31
2024-09-30	$1,235,300	6,237	-0.2%	Shares	Sole	2024-10-16
2024-06-30	$1,140,389	6,247	-9.2%	Shares	Sole	2024-07-29
2024-03-31	$1,256,538	6,881	+7.1%	Shares	Sole	2024-04-23
2023-12-31	$1,094,308	6,422	0.0%	Shares	Sole	2024-04-23
2023-09-30	$997,850	6,422	-4.7%	Shares	Sole	2023-10-20
2023-06-30	$1,095,103	6,742	-3.7%	Shares	Sole	2023-08-07
2023-03-31	$1,078,070	7,000	+1.6%	Shares	Sole	2023-05-10
2022-12-31	$1,046,246	6,890	-3.1%	Shares	Sole	2023-02-02
2022-09-30	$960,987	7,110	0.0%	Shares	Sole	2022-11-07
2022-06-30	$1,020,071	7,110	-2.7%	Shares	Sole	2022-08-04
2022-03-31	$1,185,389	7,310	-4.3%	Shares	Sole	2022-05-04
2021-12-31	$1,312,170	7,640	-0.4%	Shares	Sole	2022-01-24
2021-09-30	$1,178,112	7,670	-5.2%	Shares	Sole	2021-11-03
2021-03-31	$1,190,171	8,092	-3.6%	Shares	Sole	2021-04-26
2020-12-31	$1,184,698	8,392	-7.7%	Shares	Sole	2021-01-26
2020-09-30	$1,169,519	9,090	-6.3%	Shares	Sole	2020-11-04
2020-06-30	$1,136,880	9,702	-0.9%	Shares	Sole	2020-07-22
2020-03-31	$1,012,705	9,795	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.