Brio Consultants, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1747799
SAN FRANCISCO, CA
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,139,684
+$817,508 QoQ
Shares Held
38,626
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.45%
of 13F equity value
Holder Rank
#163
of 591 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,139,684 | 38,626 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,322,176 | 38,697 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,240,869 | 42,046 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,198,911 | 42,629 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,835,808 | 43,171 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,617,811 | 44,424 | Shares | Sole | 2025-07-07 | |
| 2024-12-31 | $9,146,827 | 46,708 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,643,541 | 48,690 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $9,436,739 | 51,694 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $10,056,150 | 55,069 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $10,124,997 | 59,419 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,529,144 | 61,328 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $10,328,761 | 63,589 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,783,780 | 70,020 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,079,583 | 72,964 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,691,696 | 79,104 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $14,375,837 | 100,201 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $55,034,995 | 339,387 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $51,806,154 | 301,637 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $43,943,577 | 286,091 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $42,162,474 | 272,385 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $36,930,317 | 251,090 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $32,439,736 | 229,792 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $32,308,841 | 251,118 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $28,210,967 | 240,749 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $14,938,614 | 144,488 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||