KMG FIDUCIARY PARTNERS, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1773205
TOLEDO, OH
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$700,450
+$24,627 QoQ
Shares Held
3,257
+5.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $700,450 | 3,257 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $675,823 | 3,075 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $976,449 | 4,525 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $905,664 | 4,425 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $858,405 | 4,425 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $806,819 | 4,120 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $816,007 | 4,120 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $808,331 | 4,428 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $827,405 | 4,531 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $777,705 | 4,564 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $708,998 | 4,563 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $741,168 | 4,563 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $729,083 | 4,734 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $644,299 | 4,243 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $484,954 | 3,588 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $514,626 | 3,587 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $581,667 | 3,587 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $549,600 | 3,200 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $488,140 | 3,178 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $491,767 | 3,177 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||