Lutz Financial Services LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1737112
OMAHA, NE
Position in VIG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$871,208
+$44,836 QoQ
Shares Held
4,051
+7.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $871,208 | 4,051 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $826,372 | 3,760 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $811,370 | 3,760 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $769,559 | 3,760 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $729,402 | 3,760 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $736,320 | 3,760 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $744,705 | 3,760 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $686,388 | 3,760 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $686,613 | 3,760 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $640,704 | 3,760 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $584,228 | 3,760 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $610,736 | 3,760 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $586,778 | 3,810 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $573,689 | 3,778 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $510,634 | 3,778 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $558,098 | 3,890 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||