Optas, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1802961 DRIPPING SPRINGS, TX

Position in VIG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$648,835

-$14,240 QoQ

Shares Held

3,017

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.13%

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	$648,835	3,017	0.0%	Shares	Other	2026-04-27
2025-12-31	$663,075	3,017	+5.0%	Shares	Sole	2026-01-27
2025-09-30	$620,180	2,874	+8.0%	Shares	Sole	2025-10-15
2025-06-30	$544,831	2,662	-50.0%	Shares	Sole	2025-07-23
2025-03-31	$1,032,802	5,324	+100.0%	Shares	Sole	2025-04-17
2024-12-31	$521,299	2,662	0.0%	Shares	Sole	2025-01-24
2024-09-30	$527,235	2,662	0.0%	Shares	Sole	2024-10-29
2024-06-30	$485,948	2,662	0.0%	Shares	Sole	2024-07-25
2024-03-31	$486,107	2,662	0.0%	Shares	Sole	2024-04-18
2023-12-31	$453,604	2,662	0.0%	Shares	Sole	2024-01-26
2023-09-30	$413,621	2,662	0.0%	Shares	Sole	2023-10-31
2023-06-30	$432,388	2,662	-1.4%	Shares	Sole	2023-07-20
2023-03-31	$415,672	2,699	+1.4%	Shares	Sole	2023-04-18
2022-12-31	$404,224	2,662	0.0%	Shares	Sole	2023-01-30
2022-09-30	$359,795	2,662	0.0%	Shares	Sole	2022-11-01
2022-06-30	$381,917	2,662	0.0%	Shares	Sole	2022-08-01
2022-03-31	$431,669	2,662	0.0%	Shares	Sole	2022-04-26
2021-12-31	$457,198	2,662	0.0%	Shares	Sole	2022-01-26
2021-09-30	$408,883	2,662	0.0%	Shares	Sole	2021-10-14
2021-06-30	$412,050	2,662	0.0%	Shares	Sole	2021-07-27
2021-03-31	$391,526	2,662	0.0%	Shares	Sole	2021-04-19
2020-12-31	$375,794	2,662	0.0%	Shares	Sole	2021-01-27
2020-09-30	$342,492	2,662	+10.4%	Shares	Sole	2020-10-23
2020-06-30	$282,638	2,412	0.0%	Shares	Sole	2020-07-31
2020-03-31	$249,376	2,412	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.