Realta Investment Advisors

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1776792 WILMINGTON, DE

Position in VIG

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,896,399

+$35,522 QoQ

Shares Held

8,818

+4.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.03%

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	$1,896,399	8,818	+4.1%	Shares	Sole	2026-04-22
2025-12-31	$1,860,877	8,467	-0.1%	Shares	Sole	2026-01-20
2025-09-30	$1,828,604	8,474	-6.2%	Shares	Sole	2025-10-23
2025-06-30	$1,848,374	9,031	-0.2%	Shares	Sole	2025-07-22
2025-03-31	$1,755,221	9,048	+13.5%	Shares	Sole	2025-05-01
2024-12-31	$1,560,569	7,969	+213.9%	Shares	Sole	2025-01-28
2024-09-30	$502,874	2,539	-19.0%	Shares	Sole	2024-10-29
2024-06-30	$572,111	3,134	-3.0%	Shares	Sole	2024-07-15
2024-03-31	$589,830	3,230	-14.9%	Shares	Sole	2024-04-19
2023-12-31	$646,497	3,794	+2.9%	Shares	Sole	2024-01-19
2023-09-30	$573,041	3,688	0.0%	Shares	Sole	2023-10-20
2023-06-30	$599,041	3,688	+1.7%	Shares	Sole	2023-08-09
2023-03-31	$558,440	3,626	-3.5%	Shares	Sole	2023-05-05
2022-12-31	$570,348	3,756	-3.1%	Shares	Sole	2023-02-10
2022-09-30	$524,015	3,877	-0.7%	Shares	Sole	2022-10-27
2022-06-30	$560,250	3,905	-39.6%	Shares	Sole	2022-08-09
2022-03-31	$1,048,364	6,465	-25.1%	Shares	Sole	2022-04-13
2021-12-31	$1,481,515	8,626	-5.4%	Shares	Sole	2022-01-18
2021-09-30	$1,400,371	9,117	+3.9%	Shares	Sole	2021-10-18
2021-06-30	$1,358,127	8,774	+7.0%	Shares	Sole	2021-07-15
2021-03-31	$1,206,350	8,202	+139.1%	Shares	Sole	2021-04-12
2020-12-31	$484,213	3,430	+5.6%	Shares	Sole	2021-01-13
2020-09-30	$418,016	3,249	+16.1%	Shares	Sole	2020-10-23
2020-06-30	$327,986	2,799	+22.8%	Shares	Sole	2020-07-16
2020-03-31	$235,729	2,280	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.