Disciplined Investments, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1812492 TULSA, OK

Position in VIG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$410,119

-$15,155 QoQ

Shares Held

1,907

-1.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.70%

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	$410,119	1,907	-1.4%	Shares	Sole	2026-05-12
2025-12-31	$425,274	1,935	-1.6%	Shares	Sole	2026-02-05
2025-09-30	$424,458	1,967	-7.4%	Shares	Sole	2025-11-03
2025-06-30	$434,719	2,124	-2.8%	Shares	Sole	2025-07-29
2025-03-31	$423,868	2,185	-1.3%	Shares	Sole	2025-04-11
2024-12-31	$433,567	2,214	+20.5%	Shares	Sole	2025-02-06
2024-09-30	$363,836	1,837	-2.7%	Shares	Sole	2024-11-04
2024-06-30	$344,654	1,888	-20.1%	Shares	Sole	2024-08-12
2024-03-31	$431,507	2,363	-0.7%	Shares	Sole	2024-04-15
2023-12-31	$405,552	2,380	-1.3%	Shares	Sole	2024-01-12
2023-09-30	$374,621	2,411	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$395,517	2,435	-8.6%	Shares	Sole	2023-07-10
2023-03-31	$410,282	2,664	+0.0%	Shares	Sole	2023-05-10
2022-12-31	$404,376	2,663	-1.3%	Shares	Sole	2023-02-02
2022-09-30	$364,661	2,698	-6.1%	Shares	Sole	2022-11-03
2022-06-30	$412,045	2,872	-2.1%	Shares	Sole	2022-08-09
2022-03-31	$475,615	2,933	-15.3%	Shares	Sole	2022-04-22
2021-12-31	$594,770	3,463	-2.5%	Shares	Sole	2022-01-20
2021-09-30	$545,740	3,553	-1.7%	Shares	Sole	2021-11-09
2021-06-30	$559,720	3,616	+0.0%	Shares	Sole	2021-08-02
2021-03-31	$531,694	3,615	-3.2%	Shares	Sole	2021-05-12
2020-12-31	$526,987	3,733	-6.6%	Shares	Sole	2021-02-12
2020-09-30	$513,996	3,995	-0.7%	Shares	Sole	2020-11-05
2020-06-30	$471,415	4,023	+2.5%	Shares	Sole	2020-08-13
2020-03-31	$405,909	3,926	—	Shares	Sole	2020-05-19
No filing history on record for this holder in this stock.