Carl P. Sherr & Co., LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1818535
WORCESTER, MA
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$378,505
-$8,307 QoQ
Shares Held
1,760
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $378,505 | 1,760 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $386,812 | 1,760 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $379,790 | 1,760 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $360,219 | 1,760 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $338,318 | 1,744 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $347,794 | 1,776 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $351,754 | 1,776 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $324,208 | 1,776 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $324,315 | 1,776 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $302,630 | 1,776 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $235,400 | 1,515 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $245,106 | 1,509 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $243,489 | 1,581 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $234,911 | 1,547 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $212,192 | 1,479 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $239,348 | 1,476 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $251,442 | 1,464 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $213,657 | 1,391 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $215,312 | 1,391 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $208,265 | 1,416 | Shares | Sole | 2021-04-13 | |
| 2020-06-30 | $250,882 | 2,141 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $221,357 | 2,141 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||