VISTA INVESTMENT MANAGEMENT

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1740140 PITTSBURGH, PA

Position in VIG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$679,572

+$59,124 QoQ

Shares Held

2,872

-0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#406

of 591 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,572	2,872	-0.5%	Shares	Sole	2026-08-12
2026-03-31	$620,448	2,885	-2.4%	Shares	Sole	2026-05-15
2025-12-31	$649,449	2,955	-2.4%	Shares	Sole	2026-02-17
2025-09-30	$653,196	3,027	-0.0%	Shares	Sole	2025-11-07
2025-06-30	$619,740	3,028	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$587,789	3,030	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$597,281	3,050	-3.4%	Shares	Sole	2025-02-14
2024-09-30	$625,473	3,158	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$577,223	3,162	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$580,882	3,181	+0.0%	Shares	Sole	2024-05-15
2023-12-31	$541,872	3,180	0.0%	Shares	Sole	2024-02-14
2023-09-30	$494,108	3,180	-0.4%	Shares	Sole	2023-11-13
2023-06-30	$518,476	3,192	-1.3%	Shares	Sole	2023-08-15
2023-03-31	$497,914	3,233	-2.1%	Shares	Sole	2023-05-15
2022-12-31	$501,256	3,301	+0.6%	Shares	Sole	2023-02-13
2022-09-30	$443,324	3,280	-2.3%	Shares	Sole	2022-11-14
2022-06-30	$481,628	3,357	+0.8%	Shares	Sole	2022-08-12
2022-03-31	$539,992	3,330	+0.1%	Shares	Sole	2022-05-13
2021-12-31	$571,584	3,328	-0.6%	Shares	Sole	2022-02-14
2021-09-30	$514,406	3,349	-0.3%	Shares	Sole	2021-11-15
2021-06-30	$519,939	3,359	-1.1%	Shares	Sole	2021-08-16
2021-03-31	$499,483	3,396	-0.6%	Shares	Sole	2021-05-12
2020-12-31	$482,236	3,416	-0.7%	Shares	Sole	2021-02-12
2020-09-30	$442,461	3,439	-0.6%	Shares	Sole	2020-11-16
2020-06-30	$405,559	3,461	-3.4%	Shares	Sole	2020-08-13
2020-03-31	$370,239	3,581	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.