Trinity Financial Advisors LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1809574 COLUMBUS, OH

Position in VIG

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$375,494

-$7,142 QoQ

Shares Held

1,746

+0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$375,494	1,746	+0.3%	Shares	Sole	2026-04-07
2025-12-31	$382,636	1,741	+0.6%	Shares	Sole	2026-01-13
2025-09-30	$373,532	1,731	+0.2%	Shares	Sole	2025-10-07
2025-06-30	$353,669	1,728	0.0%	Shares	Sole	2025-07-03
2025-03-31	$335,214	1,728	+0.3%	Shares	Sole	2025-05-19
2024-12-31	$337,219	1,722	-19.1%	Shares	Sole	2025-01-10
2024-09-30	$421,669	2,129	-7.1%	Shares	Sole	2024-10-03
2024-06-30	$418,222	2,291	-36.4%	Shares	Sole	2024-07-11
2024-03-31	$658,126	3,604	+0.2%	Shares	Sole	2024-04-17
2023-12-31	$612,928	3,597	+0.5%	Shares	Sole	2024-02-06
2023-09-30	$556,260	3,580	+58.1%	Shares	Sole	2023-10-18
2023-06-30	$367,741	2,264	0.0%	Shares	Sole	2023-07-21
2023-03-31	$348,678	2,264	+0.1%	Shares	Sole	2023-04-10
2022-12-31	$343,332	2,261	+0.1%	Shares	Sole	2023-01-23
2022-09-30	$305,191	2,258	-1.7%	Shares	Sole	2022-10-25
2022-03-31	$372,481	2,297	0.0%	Shares	Sole	2022-04-27
2021-12-31	$394,509	2,297	+0.0%	Shares	Sole	2022-01-18
2021-09-30	$352,665	2,296	+0.0%	Shares	Sole	2021-10-21
2021-06-30	$355,243	2,295	-19.8%	Shares	Sole	2021-10-20
2021-03-31	$421,090	2,863	-12.9%	Shares	Sole	2021-10-20
2020-12-31	$464,166	3,288	—	Shares	Sole	2021-10-20
No filing history on record for this holder in this stock.