Gleason Group, Inc.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1822632 PROSPECT, KY

Position in VIG

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$8,924,990

-$160,055 QoQ

Shares Held

41,500

+0.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.03%

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	$8,924,990	41,500	+0.4%	Shares	Sole	2026-05-04
2025-12-31	$9,085,045	41,337	+0.8%	Shares	Sole	2026-01-15
2025-09-30	$8,848,900	41,007	+0.4%	Shares	Sole	2025-10-16
2025-06-30	$8,357,494	40,834	+2771.6%	Shares	Sole	2025-07-17
2025-03-31	$275,853	1,422	+0.4%	Shares	Sole	2025-04-11
2024-12-31	$277,295	1,416	+0.9%	Shares	Sole	2025-01-13
2024-09-30	$277,878	1,403	+0.5%	Shares	Sole	2024-10-15
2024-06-30	$254,839	1,396	0.0%	Shares	Sole	2024-07-12
2024-03-31	$254,923	1,396	+0.4%	Shares	Sole	2024-04-12
2023-12-31	$237,026	1,391	+0.9%	Shares	Sole	2024-01-19
2023-09-30	$214,113	1,378	-82.5%	Shares	Sole	2023-10-12
2023-06-30	$1,280,435	7,883	0.0%	Shares	Sole	2023-07-20
2023-03-31	$1,214,060	7,883	-0.4%	Shares	Sole	2023-04-14
2022-12-31	$1,202,348	7,918	+0.6%	Shares	Sole	2023-01-11
2022-09-30	$1,063,979	7,872	+0.5%	Shares	Sole	2022-10-11
2022-06-30	$1,123,943	7,834	+252.6%	Shares	Sole	2022-07-13
2022-03-31	$360,319	2,222	+0.4%	Shares	Sole	2022-04-22
2021-12-31	$380,082	2,213	+0.5%	Shares	Sole	2022-01-18
2021-09-30	$338,227	2,202	+0.4%	Shares	Sole	2021-10-12
2021-06-30	$339,454	2,193	+0.5%	Shares	Sole	2021-07-27
2021-03-31	$321,075	2,183	+0.4%	Shares	Sole	2021-04-14
2020-12-31	$307,044	2,175	+0.9%	Shares	Sole	2021-01-28
2020-09-30	$277,390	2,156	+0.5%	Shares	Sole	2020-10-15
2020-06-30	$251,351	2,145	0.0%	Shares	Sole	2020-08-27
2020-03-31	$221,771	2,145	—	Shares	Sole	2020-08-27
No filing history on record for this holder in this stock.