Black Diamond Financial, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1759236 TOWSON, MD

Position in VIG

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$2,248,667

-$46,935 QoQ

Shares Held

10,456

+0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,248,667	10,456	+0.1%	Shares	Sole	2026-05-05
2025-12-31	$2,295,602	10,445	+62.3%	Shares	Sole	2026-02-03
2025-09-30	$1,388,608	6,435	+0.2%	Shares	Sole	2025-11-05
2025-06-30	$1,314,800	6,424	-5.9%	Shares	Sole	2025-07-30
2025-03-31	$1,324,175	6,826	-14.2%	Shares	Sole	2025-04-30
2024-12-31	$1,558,806	7,960	+1.9%	Shares	Sole	2025-02-04
2024-09-30	$1,546,848	7,810	+48.7%	Shares	Sole	2024-11-06
2024-06-30	$958,752	5,252	+19.6%	Shares	Sole	2024-08-09
2024-03-31	$801,840	4,391	0.0%	Shares	Sole	2024-05-06
2023-12-31	$748,226	4,391	+33.2%	Shares	Sole	2024-02-12
2023-09-30	$512,132	3,296	+6.1%	Shares	Sole	2023-11-03
2023-06-30	$504,507	3,106	0.0%	Shares	Sole	2023-08-02
2023-03-31	$478,355	3,106	+9.1%	Shares	Sole	2023-05-11
2022-12-31	$432,468	2,848	+0.1%	Shares	Sole	2023-02-06
2022-09-30	$384,395	2,844	-6.9%	Shares	Sole	2022-11-09
2022-06-30	$438,444	3,056	-0.4%	Shares	Sole	2022-07-27
2022-03-31	$497,506	3,068	+19.8%	Shares	Sole	2022-05-09
2021-12-31	$439,851	2,561	+17.7%	Shares	Sole	2022-02-07
2021-09-30	$334,233	2,176	-10.5%	Shares	Sole	2021-11-02
2021-06-30	$376,139	2,430	+20.7%	Shares	Sole	2021-07-27
2021-03-31	$296,072	2,013	+4.8%	Shares	Sole	2021-05-03
2020-12-31	$271,187	1,921	+0.2%	Shares	Sole	2021-01-27
2020-09-30	$246,769	1,918	—	Shares	Sole	2020-10-23
No filing history on record for this holder in this stock.