Zhang Financial LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1776290 PORTAGE, MI

Position in VIG

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$4,278,188

-$111,258 QoQ

Shares Held

19,893

-0.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.47%

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	$4,278,188	19,893	-0.4%	Shares	Sole	2026-05-06
2025-12-31	$4,389,446	19,972	-1.6%	Shares	Sole	2026-02-10
2025-09-30	$4,381,615	20,305	+0.9%	Shares	Sole	2025-11-10
2025-06-30	$4,118,369	20,122	+0.9%	Shares	Sole	2025-08-01
2025-03-31	$3,868,742	19,943	+0.4%	Shares	Sole	2025-04-15
2024-12-31	$3,891,533	19,872	+45.7%	Shares	Sole	2025-01-16
2024-09-30	$2,702,132	13,643	-2.4%	Shares	Sole	2024-10-15
2024-06-30	$2,551,866	13,979	-0.3%	Shares	Sole	2024-07-19
2024-03-31	$2,561,653	14,028	+8.0%	Shares	Sole	2024-04-24
2023-12-31	$2,212,984	12,987	+0.0%	Shares	Sole	2024-01-31
2023-09-30	$2,017,609	12,985	-1.5%	Shares	Sole	2023-10-11
2023-06-30	$2,140,340	13,177	-3.5%	Shares	Sole	2023-07-18
2023-03-31	$2,102,544	13,652	-10.0%	Shares	Sole	2023-05-11
2022-12-31	$2,303,108	15,167	+7.3%	Shares	Sole	2023-05-17
2022-09-30	$1,910,621	14,136	+3.9%	Shares	Sole	2022-10-18
2022-06-30	$1,951,909	13,605	-2.5%	Shares	Sole	2022-07-14
2022-03-31	$2,261,969	13,949	+7.8%	Shares	Sole	2022-04-21
2021-12-31	$2,222,273	12,939	+3.1%	Shares	Sole	2022-02-10
2021-09-30	$1,927,372	12,548	+13.6%	Shares	Sole	2021-10-20
2021-06-30	$1,709,345	11,043	+3.9%	Shares	Sole	2021-07-26
2021-03-31	$1,563,166	10,628	+6.1%	Shares	Sole	2021-04-21
2020-12-31	$1,414,241	10,018	-1.5%	Shares	Sole	2021-01-20
2020-09-30	$1,308,472	10,170	-1.3%	Shares	Sole	2020-10-13
2020-06-30	$1,207,539	10,305	-3.9%	Shares	Sole	2020-07-23
2020-03-31	$1,108,340	10,720	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.