MPS Loria Financial Planners, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1716180 Burr Ridge, IL

Position in VIG

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$669,051

-$10,728 QoQ

Shares Held

3,111

+0.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.40%

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	$669,051	3,111	+0.6%	Shares	Sole	2026-05-08
2025-12-31	$679,779	3,093	-1.9%	Shares	Sole	2026-02-03
2025-09-30	$680,385	3,153	-23.2%	Shares	Sole	2025-10-17
2025-06-30	$839,965	4,104	-28.3%	Shares	Sole	2025-07-29
2025-03-31	$1,110,980	5,727	-2.4%	Shares	Sole	2025-04-22
2024-12-31	$1,149,522	5,870	+0.5%	Shares	Sole	2025-01-14
2024-09-30	$1,156,472	5,839	+0.3%	Shares	Sole	2024-10-21
2024-06-30	$1,062,806	5,822	-13.8%	Shares	Sole	2024-07-10
2024-03-31	$1,232,982	6,752	-0.1%	Shares	Sole	2024-04-17
2023-12-31	$1,151,563	6,758	+1.4%	Shares	Sole	2024-02-07
2023-09-30	$1,035,918	6,667	-1.2%	Shares	Sole	2023-10-20
2023-06-30	$1,095,752	6,746	-0.7%	Shares	Sole	2023-07-21
2023-03-31	$1,046,189	6,793	-2.1%	Shares	Sole	2023-04-11
2022-12-31	$1,054,142	6,942	-2.2%	Shares	Sole	2023-01-23
2022-09-30	$959,636	7,100	-2.1%	Shares	Sole	2022-11-14
2022-06-30	$1,040,587	7,253	-4.7%	Shares	Sole	2022-07-19
2022-03-31	$1,233,713	7,608	+0.1%	Shares	Sole	2022-05-10
2021-12-31	$1,304,784	7,597	+0.2%	Shares	Sole	2022-02-07
2021-09-30	$1,165,056	7,585	-6.8%	Shares	Sole	2021-10-29
2021-06-30	$1,259,526	8,137	-1.3%	Shares	Sole	2021-07-20
2021-03-31	$1,212,380	8,243	-18.3%	Shares	Sole	2021-05-03
2020-12-31	$1,423,558	10,084	-0.3%	Shares	Sole	2021-02-02
2020-09-30	$1,301,138	10,113	-4.8%	Shares	Sole	2020-10-13
2020-06-30	$1,244,685	10,622	-20.3%	Shares	Sole	2020-08-13
2020-03-31	$1,377,464	13,323	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.