ERn Financial, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1768302 MIDDLETON, WI

Position in VIG

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,210,142

-$36,010 QoQ

Shares Held

5,627

-0.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.03%

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	$1,210,142	5,627	-0.8%	Shares	Sole	2026-04-24
2025-12-31	$1,246,152	5,670	-0.4%	Shares	Sole	2026-01-15
2025-09-30	$1,228,708	5,694	-0.4%	Shares	Sole	2025-10-30
2025-06-30	$1,170,098	5,717	-0.4%	Shares	Sole	2025-07-17
2025-03-31	$1,113,890	5,742	-4.7%	Shares	Sole	2025-04-21
2024-12-31	$1,179,679	6,024	-2.4%	Shares	Sole	2025-01-14
2024-09-30	$1,222,822	6,174	-0.1%	Shares	Sole	2024-10-15
2024-06-30	$1,127,976	6,179	-0.3%	Shares	Sole	2024-07-17
2024-03-31	$1,131,816	6,198	-3.0%	Shares	Sole	2024-04-15
2023-12-31	$1,088,344	6,387	+0.1%	Shares	Sole	2024-01-19
2023-09-30	$991,635	6,382	+2.3%	Shares	Sole	2023-11-06
2023-06-30	$1,013,075	6,237	+0.8%	Shares	Sole	2023-08-10
2023-03-31	$953,321	6,190	+0.9%	Shares	Sole	2023-05-10
2022-12-31	$931,903	6,137	-1.0%	Shares	Sole	2023-02-14
2022-09-30	$838,127	6,201	-0.9%	Shares	Sole	2022-11-14
2022-06-30	$897,835	6,258	+2.3%	Shares	Sole	2022-08-02
2022-03-31	$991,608	6,115	-2.6%	Shares	Sole	2022-05-13
2021-12-31	$1,078,761	6,281	+2.7%	Shares	Sole	2022-02-11
2021-09-30	$939,264	6,115	0.0%	Shares	Sole	2021-11-16
2021-06-30	$946,540	6,115	-0.8%	Shares	Sole	2021-08-06
2021-03-31	$906,601	6,164	-0.6%	Shares	Sole	2021-04-12
2020-12-31	$875,112	6,199	-4.5%	Shares	Sole	2021-02-24
2020-09-30	$835,389	6,493	0.0%	Shares	Sole	2020-11-12
2020-06-30	$760,849	6,493	-1.6%	Shares	Sole	2020-08-13
2020-03-31	$681,960	6,596	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.