MATTERN CAPITAL MANAGEMENT, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1803227
LAKEWOOD, CO
Position in VIG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$366,892
+$42,937 QoQ
Shares Held
1,706
+15.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $366,892 | 1,706 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $323,955 | 1,474 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $318,074 | 1,474 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $302,911 | 1,480 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $287,105 | 1,480 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $305,103 | 1,558 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $369,381 | 1,865 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $340,455 | 1,865 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $340,567 | 1,865 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $312,172 | 1,832 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $284,656 | 1,832 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $297,571 | 1,832 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $282,146 | 1,832 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $299,903 | 1,975 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $266,941 | 1,975 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $283,353 | 1,975 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $320,266 | 1,975 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $339,206 | 1,975 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $304,281 | 1,981 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $305,710 | 1,975 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||