Perennial Investment Advisors, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1801523 Los Angeles, CA

Position in VIG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,218,978

+$744,068 QoQ

Shares Held

13,604

+18.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#244

of 591 holders

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
2026-06-30	$3,218,978	13,604	+18.2%	Shares	Sole	2026-08-14
2026-03-31	$2,474,910	11,508	+7.6%	Shares	Sole	2026-05-15
2025-12-31	$2,349,667	10,691	+1.6%	Shares	Sole	2026-02-17
2025-09-30	$2,271,189	10,525	-1.8%	Shares	Sole	2025-11-12
2025-06-30	$2,193,243	10,716	-5.3%	Shares	Sole	2025-08-11
2025-03-31	$2,194,802	11,314	-5.6%	Shares	Sole	2025-05-15
2024-12-31	$2,346,043	11,980	+2.5%	Shares	Sole	2025-02-13
2024-09-30	$2,314,727	11,687	-5.1%	Shares	Sole	2024-11-14
2024-06-30	$2,247,373	12,311	-3.5%	Shares	Sole	2024-08-09
2024-03-31	$2,330,103	12,760	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$2,180,949	12,799	+4.8%	Shares	Sole	2024-02-14
2023-09-30	$1,897,189	12,210	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$1,982,133	12,203	+3.8%	Shares	Sole	2023-08-14
2023-03-31	$1,810,079	11,753	+117.0%	Shares	Sole	2023-05-12
2022-12-31	$822,571	5,417	+0.1%	Shares	Sole	2023-02-10
2022-09-30	$731,621	5,413	+13.8%	Shares	Sole	2022-11-09
2022-06-30	$682,630	4,758	+0.0%	Shares	Sole	2022-08-10
2022-03-31	$771,232	4,756	+44.1%	Shares	Sole	2022-05-09
2021-12-31	$566,775	3,300	+38.5%	Shares	Sole	2022-02-14
2021-09-30	$366,028	2,383	0.0%	Shares	Sole	2021-11-12
2021-06-30	$368,864	2,383	+22.0%	Shares	Sole	2021-07-29
2021-03-31	$287,247	1,953	+19.7%	Shares	Sole	2021-04-29
2020-12-31	$230,248	1,631	0.0%	Shares	Sole	2021-01-22
2020-09-30	$209,844	1,631	-48.5%	Shares	Sole	2020-10-26
2020-03-31	$327,642	3,169	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.