Gradient Capital Advisors, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1727917 SAN DIEGO, CA

Position in VIG

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$1,059,385

-$155,998 QoQ

Shares Held

4,926

-10.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.85%

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	$1,059,385	4,926	-10.9%	Shares	Sole	2026-04-16
2025-12-31	$1,215,383	5,530	-1.1%	Shares	Sole	2026-02-06
2025-09-30	$1,206,697	5,592	+0.5%	Shares	Sole	2025-10-27
2025-06-30	$1,138,374	5,562	+0.5%	Shares	Sole	2025-07-16
2025-03-31	$1,073,152	5,532	-1.6%	Shares	Sole	2025-05-05
2024-12-31	$1,100,564	5,620	-1.9%	Shares	Sole	2025-01-29
2024-09-30	$1,135,081	5,731	-0.0%	Shares	Sole	2024-10-16
2024-06-30	$1,046,559	5,733	-2.8%	Shares	Sole	2024-07-22
2024-03-31	$1,077,581	5,901	+0.3%	Shares	Sole	2024-04-17
2023-12-31	$1,002,804	5,885	+0.3%	Shares	Sole	2024-02-01
2023-09-30	$911,459	5,866	-1.2%	Shares	Sole	2023-10-25
2023-06-30	$964,184	5,936	-1.8%	Shares	Sole	2023-07-19
2023-03-31	$931,144	6,046	-0.3%	Shares	Sole	2023-04-18
2022-12-31	$920,970	6,065	+0.2%	Shares	Sole	2023-02-06
2022-09-30	$817,988	6,052	+6.5%	Shares	Sole	2022-11-07
2022-06-30	$815,196	5,682	+0.2%	Shares	Sole	2022-07-18
2022-03-31	$919,609	5,671	+3.4%	Shares	Sole	2022-04-29
2021-12-31	$942,392	5,487	+6.5%	Shares	Sole	2022-01-31
2021-09-30	$791,193	5,151	+11.8%	Shares	Sole	2021-11-02
2021-06-30	$712,962	4,606	+27.2%	Shares	Sole	2021-08-02
2021-03-31	$532,576	3,621	-2.9%	Shares	Sole	2021-04-21
2020-12-31	$526,564	3,730	+4.3%	Shares	Sole	2021-01-20
2020-09-30	$460,216	3,577	-7.0%	Shares	Sole	2020-10-21
2020-06-30	$450,674	3,846	+3.9%	Shares	Sole	2020-07-28
2020-03-31	$382,646	3,701	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.