TOBIAS FINANCIAL ADVISORS, INC.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1802080
Plantation, FL
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,077,479
+$276,323 QoQ
Shares Held
13,006
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.43%
of 13F equity value
Holder Rank
#248
of 591 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,077,479 | 13,006 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,801,156 | 13,025 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,301,974 | 15,024 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,241,597 | 15,022 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,052,039 | 14,912 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,898,016 | 14,939 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,989,932 | 15,268 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,060,027 | 15,450 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,832,263 | 15,515 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,847,255 | 15,592 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,675,961 | 15,704 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,485,924 | 15,999 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,598,555 | 15,998 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,440,134 | 15,844 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,553,965 | 16,819 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,275,418 | 16,835 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,217,472 | 15,456 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,516,885 | 15,521 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,093,317 | 23,833 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,352,691 | 15,317 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,370,918 | 15,317 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,231,939 | 15,175 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,253,355 | 15,962 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,067,566 | 16,070 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,970,381 | 16,815 | Shares | Sole | 2020-11-05 | |
| 2020-03-31 | $1,800,847 | 17,418 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||