Berger Financial Group, Inc
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1826136
Plymouth, MN
Position in VIG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,583,486
+$220,850 QoQ
Shares Held
7,363
+18.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,583,486 | 7,363 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,362,636 | 6,200 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,055,860 | 4,893 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,030,922 | 5,037 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $913,498 | 4,709 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $808,777 | 4,130 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $767,086 | 3,873 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $631,440 | 3,459 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $501,264 | 2,745 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $293,940 | 1,725 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $271,293 | 1,746 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $287,501 | 1,770 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $264,743 | 1,719 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $253,437 | 1,669 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $240,449 | 1,779 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $311,616 | 2,172 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $330,644 | 2,039 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $263,979 | 1,537 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $212,428 | 1,383 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $213,610 | 1,380 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $271,068 | 1,843 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $263,140 | 1,864 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||