Plotkin Financial Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1826394
CHEVY CHASE, MD
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,295,572
+$1,044,982 QoQ
Shares Held
43,511
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.08%
of 13F equity value
Holder Rank
#151
of 591 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,295,572 | 43,511 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,250,590 | 43,014 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,421,529 | 42,868 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $9,304,433 | 43,118 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,483,980 | 41,452 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,894,035 | 40,693 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,900,369 | 40,343 | Shares | Sole | 2025-03-06 | |
| 2024-09-30 | $7,864,170 | 39,706 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,281,736 | 39,889 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 | $7,211,634 | 39,492 | Shares | Sole | 2024-11-15 | |
| 2023-12-31 | $6,567,386 | 38,541 | Shares | Sole | 2024-11-15 | |
| 2023-09-30 | $5,901,953 | 37,984 | Shares | Sole | 2024-11-15 | |
| 2023-06-30 | $6,122,149 | 37,691 | Shares | Sole | 2024-11-15 | |
| 2023-03-31 | $5,654,785 | 36,717 | Shares | Sole | 2024-11-15 | |
| 2022-12-31 | $5,655,045 | 37,241 | Shares | Sole | 2024-11-15 | |
| 2022-09-30 | $5,005,380 | 37,033 | Shares | Sole | 2024-11-15 | |
| 2022-06-30 | $5,215,277 | 36,351 | Shares | Sole | 2024-11-15 | |
| 2022-03-31 | $6,155,431 | 37,959 | Shares | Sole | 2024-11-15 | |
| 2021-12-31 | $6,295,668 | 36,656 | Shares | Sole | 2024-11-15 | |
| 2021-09-30 | $5,280,614 | 34,379 | Shares | Sole | 2024-11-15 | |
| 2021-06-30 | $4,735,180 | 30,591 | Shares | Sole | 2024-11-15 | |
| 2021-03-31 | $4,312,826 | 29,323 | Shares | Sole | 2024-11-15 | |
| 2020-12-31 | $4,335,895 | 30,714 | Shares | Sole | 2024-11-15 | |
| 2020-09-30 | $3,774,369 | 29,336 | Shares | Sole | 2024-11-15 | |
| 2020-06-30 | $4,326,637 | 36,923 | Shares | Sole | 2024-11-15 | |
| 2020-03-31 | $3,880,019 | 37,528 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||