Independent Family Office, LLC
Family OfficePosition in VIG — Vanguard Dividend Appreciation ETF
CIK 1756485
ALBANY, NY
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,725,257
+$403,168 QoQ
Shares Held
24,196
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.71%
of 13F equity value
Holder Rank
#198
of 591 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $5,725,257 | 24,196 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,322,089 | 24,747 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,438,895 | 24,747 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,340,155 | 24,747 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,218,470 | 25,497 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,043,158 | 25,997 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,149,741 | 26,297 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,969,924 | 30,142 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,107,383 | 27,978 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,427,927 | 24,248 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,131,859 | 24,248 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,767,654 | 24,248 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,956,307 | 24,357 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,751,221 | 24,357 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,647,740 | 24,022 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,177,881 | 23,512 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,510,567 | 24,469 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,834,921 | 23,649 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,710,315 | 21,603 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,241,420 | 21,103 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,266,533 | 21,103 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,978,370 | 20,250 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $3,395,420 | 24,052 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,094,530 | 24,052 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,818,413 | 24,052 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,486,736 | 24,052 | Shares | Sole | 2020-06-23 | |
| No filing history on record for this holder in this stock. | ||||||