Valtinson Bruner Financial Planning LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1761450
NEW BRIGHTON, MN
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$260,652
-$43,083 QoQ
Shares Held
1,212
-12.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $260,652 | 1,212 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $303,735 | 1,382 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $297,358 | 1,378 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $263,410 | 1,287 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $201,704 | 1,030 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $203,803 | 1,029 | Shares | Sole | 2024-11-05 | |
| 2020-03-31 | $266,229 | 2,575 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||