Magnus Financial Group LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1765216 NEW YORK, NY

Position in VIG

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$796,367

-$15,280 QoQ

Shares Held

3,703

+0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$796,367	3,703	+0.3%	Shares	Sole	2026-04-10
2025-12-31	$811,647	3,693	+12.3%	Shares	Sole	2026-01-07
2025-09-30	$709,517	3,288	-4.6%	Shares	Sole	2025-10-28
2025-06-30	$705,702	3,448	0.0%	Shares	Sole	2025-07-16
2025-03-31	$668,877	3,448	+0.4%	Shares	Sole	2025-04-11
2024-12-31	$672,676	3,435	-26.5%	Shares	Sole	2025-01-17
2024-09-30	$925,336	4,672	+1.6%	Shares	Sole	2024-10-15
2024-06-30	$839,547	4,599	0.0%	Shares	Sole	2024-08-02
2024-03-31	$839,823	4,599	+0.3%	Shares	Sole	2024-05-03
2023-12-31	$780,943	4,583	+1.0%	Shares	Sole	2024-02-05
2023-09-30	$704,959	4,537	-10.7%	Shares	Sole	2023-10-10
2023-06-30	$824,819	5,078	0.0%	Shares	Sole	2023-07-19
2023-03-31	$782,062	5,078	+0.5%	Shares	Sole	2023-05-10
2022-12-31	$767,449	5,054	-1.5%	Shares	Sole	2023-02-02
2022-09-30	$693,776	5,133	+0.7%	Shares	Sole	2022-11-09
2022-06-30	$731,553	5,099	+30.0%	Shares	Sole	2022-08-11
2022-03-31	$635,991	3,922	+17.3%	Shares	Sole	2022-05-12
2021-12-31	$574,332	3,344	+0.4%	Shares	Sole	2022-02-10
2021-09-30	$511,795	3,332	-3.9%	Shares	Sole	2021-11-12
2021-06-30	$536,811	3,468	+2.5%	Shares	Sole	2021-08-06
2021-03-31	$497,424	3,382	+1.3%	Shares	Sole	2021-05-05
2020-12-31	$471,084	3,337	+0.5%	Shares	Sole	2021-02-05
2020-09-30	$427,279	3,321	+0.5%	Shares	Sole	2020-11-05
2020-06-30	$387,162	3,304	+0.4%	Shares	Sole	2020-08-11
2020-03-31	$340,359	3,292	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.