Royal Fund Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1810099
Lady Lake, FL
Position in VIG
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$3,923,769
+$31,685 QoQ
Shares Held
18,245
+3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.58%
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%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,923,769 | 18,245 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $3,892,084 | 17,709 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,371,963 | 10,992 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,057,974 | 14,941 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,877,453 | 14,833 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,628,154 | 28,740 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,719,180 | 28,876 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,552,596 | 13,983 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $15,589,233 | 85,369 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $14,513,138 | 85,171 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,381,791 | 86,123 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $13,824,579 | 85,111 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $13,145,215 | 85,353 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $13,601,963 | 89,575 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $11,675,931 | 86,386 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,366,081 | 100,133 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $16,687,885 | 102,910 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,528,261 | 90,412 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,620,787 | 88,677 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $14,349,806 | 92,705 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,284,559 | 90,322 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $12,486,768 | 88,452 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $11,075,310 | 86,082 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $5,095,337 | 43,483 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $9,398,461 | 90,903 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||