Joseph P. Lucia & Associates, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1775391
Yorktown Heights, NY
Position in VIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,639,861
-$67,608 QoQ
Shares Held
12,275
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,639,861 | 12,275 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,707,469 | 12,319 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,636,306 | 12,217 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,486,126 | 12,147 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,356,396 | 12,147 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,410,275 | 12,308 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,444,852 | 12,344 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,277,676 | 12,477 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,288,468 | 12,532 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,136,816 | 12,540 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,014,501 | 12,965 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,114,676 | 13,019 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,160,606 | 14,029 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,227,183 | 14,667 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,264,876 | 16,757 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,450,754 | 17,082 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,569,100 | 15,843 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,445,791 | 8,418 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $751,411 | 4,892 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $447,652 | 2,892 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $428,738 | 2,915 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $355,748 | 2,520 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $336,445 | 2,615 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $296,465 | 2,530 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $233,144 | 2,255 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||