Next Capital Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1752762
NEW YORK, NY
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,143,532
+$207,272 QoQ
Shares Held
14,617
+9.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,143,532 | 14,617 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,936,260 | 13,360 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,880,580 | 13,349 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,730,707 | 13,342 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,588,214 | 13,342 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,996,003 | 15,299 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,029,723 | 15,297 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $221,798 | 1,215 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $537,238 | 2,942 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $501,316 | 2,942 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||