Frisch Financial Group, Inc.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1767730 MELVILLE, NY

Position in VIG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$781,082

+$73,750 QoQ

Shares Held

3,301

+0.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#388

of 591 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$781,082	3,301	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$707,332	3,289	-6.3%	Shares	Sole	2026-05-05
2025-12-31	$771,867	3,512	+0.8%	Shares	Sole	2026-02-06
2025-09-30	$752,028	3,485	+0.4%	Shares	Sole	2025-11-10
2025-06-30	$710,409	3,471	0.0%	Shares	Sole	2025-08-14
2025-03-31	$673,339	3,471	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$678,159	3,463	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$680,336	3,435	+0.5%	Shares	Sole	2024-11-15
2024-06-30	$624,138	3,419	0.0%	Shares	Sole	2024-08-09
2024-03-31	$624,343	3,419	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$581,064	3,410	+1.1%	Shares	Sole	2024-02-12
2023-09-30	$523,941	3,372	-10.3%	Shares	Sole	2023-11-14
2023-06-30	$610,574	3,759	-9.9%	Shares	Sole	2023-08-11
2023-03-31	$642,837	4,174	-1.5%	Shares	Sole	2023-05-11
2022-12-31	$643,692	4,239	+1.3%	Shares	Sole	2023-02-13
2022-09-30	$565,374	4,183	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$597,409	4,164	+0.5%	Shares	Sole	2022-08-15
2022-03-31	$672,153	4,145	+0.4%	Shares	Sole	2022-05-10
2021-12-31	$708,984	4,128	+0.4%	Shares	Sole	2022-02-09
2021-09-30	$631,449	4,111	+0.4%	Shares	Sole	2021-11-16
2021-06-30	$633,710	4,094	+0.4%	Shares	Sole	2021-08-12
2021-03-31	$599,645	4,077	+0.3%	Shares	Sole	2021-05-13
2020-12-31	$573,714	4,064	+0.8%	Shares	Sole	2021-01-26
2020-09-30	$518,499	4,030	+0.5%	Shares	Sole	2020-11-10
2020-06-30	$470,008	4,011	+0.5%	Shares	Sole	2020-08-06
2020-03-31	$412,836	3,993	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.