Valeo Financial Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1722641
CARMEL, IN
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,492,301
-$2,422 QoQ
Shares Held
6,939
+2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
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 | $1,492,301 | 6,939 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,494,723 | 6,801 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,401,556 | 6,495 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,328,308 | 6,490 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,265,396 | 6,523 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,275,832 | 6,515 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,100,619 | 5,557 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,058,424 | 5,798 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,053,294 | 5,768 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $886,591 | 5,203 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $982,933 | 6,326 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,047,348 | 6,448 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $949,317 | 6,164 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $907,455 | 5,976 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $846,777 | 6,265 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,272,865 | 8,872 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,486,358 | 9,166 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,533,212 | 8,927 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,316,352 | 8,570 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,027,496 | 6,638 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $935,722 | 6,362 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $908,570 | 6,436 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $520,172 | 4,043 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $481,258 | 4,107 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $503,199 | 4,867 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||