Ellis Investment Partners, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1765590 Berwyn, PA

Position in VIG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$693,138

+$26,326 QoQ

Shares Held

3,223

+6.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$693,138	3,223	+6.2%	Shares	Sole	2026-05-12
2025-12-31	$666,812	3,034	-4.4%	Shares	Sole	2026-02-02
2025-09-30	$684,701	3,173	-3.4%	Shares	Sole	2025-10-22
2025-06-30	$672,136	3,284	-0.5%	Shares	Sole	2025-07-25
2025-03-31	$640,167	3,300	-2.3%	Shares	Sole	2025-04-22
2024-12-31	$661,709	3,379	-4.2%	Shares	Sole	2025-01-30
2024-09-30	$698,755	3,528	-2.2%	Shares	Sole	2024-10-24
2024-06-30	$658,457	3,607	+4.0%	Shares	Sole	2024-08-06
2024-03-31	$633,291	3,468	+20.9%	Shares	Sole	2024-04-15
2023-12-31	$488,877	2,869	+0.6%	Shares	Sole	2024-01-29
2023-09-30	$443,299	2,853	-4.9%	Shares	Sole	2023-11-01
2023-06-30	$487,452	3,001	-1.0%	Shares	Sole	2023-08-07
2023-03-31	$466,958	3,032	-6.1%	Shares	Sole	2023-05-10
2022-12-31	$490,171	3,228	+2.3%	Shares	Sole	2023-01-31
2022-09-30	$426,564	3,156	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$451,500	3,147	+11.9%	Shares	Sole	2022-08-01
2022-03-31	$456,156	2,813	-5.4%	Shares	Sole	2022-05-03
2021-12-31	$510,784	2,974	-0.4%	Shares	Sole	2022-02-01
2021-09-30	$458,649	2,986	+0.9%	Shares	Sole	2021-10-21
2021-06-30	$458,023	2,959	+17.3%	Shares	Sole	2021-07-26
2021-03-31	$371,082	2,523	-30.1%	Shares	Sole	2021-05-03
2020-12-31	$509,341	3,608	+0.6%	Shares	Sole	2021-01-20
2020-09-30	$461,503	3,587	-14.4%	Shares	Sole	2020-10-19
2020-06-30	$491,101	4,191	+10.1%	Shares	Sole	2020-07-13
2020-03-31	$393,502	3,806	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.