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Trek Financial, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1768195 Scottsdale, AZ

Position in VIG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$10,784,193
+$664,545 QoQ
Shares Held
45,576
-3.1% QoQ
Ownership
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#147
of 591 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,784,193 45,576
2026-03-31 $10,119,648 47,055
2025-12-31 $13,711,854 62,389
2025-09-30 $13,780,780 63,862
2025-06-30 $12,829,534 62,684
2025-03-31 $11,089,438 57,165
2024-12-31 $11,367,735 58,049
2024-09-30 $12,453,220 62,876
2024-06-30 $3,081,809 16,882
2024-03-31 $3,080,995 16,872
2023-12-31 $2,470,288 14,497
2023-09-30 $2,560,040 16,476
2023-06-30 $2,886,705 17,772
2023-03-31 $3,632,479 23,586
2022-12-31 $5,604,024 36,905
2022-09-30 $52,536,827 388,701
2022-06-30 $98,731,176 688,166
2022-03-31 $102,268,149 630,662
2021-12-31 $101,927,613 593,465
2021-09-30 $126,535,372 823,798
2021-06-30 $133,998,607 865,680
2021-03-31 $15,967,298 108,562
2020-12-31 $32,963,477 233,502
2020-09-30 $53,461,189 415,523
2020-06-30 $27,440,509 234,174
2020-03-31 $29,461,083 284,951