Kestra Advisory Services, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1830819 AUSTIN, TX

Position in VIG

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$125,652,891

+$6,748,175 QoQ

Shares Held

584,269

+8.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$125,652,891	584,269	+8.0%	Shares	Sole	2026-04-30
2025-12-31	$118,904,716	541,017	+35.8%	Shares	Sole	2026-02-13
2025-09-30	$85,990,157	398,490	+13.3%	Shares	Sole	2025-11-14
2025-06-30	$71,969,340	351,636	-11.2%	Shares	Sole	2025-08-15
2025-03-31	$76,816,936	395,984	-2.8%	Shares	Sole	2025-05-14
2024-12-31	$79,798,375	407,488	-21.1%	Shares	Sole	2025-02-10
2024-09-30	$102,228,867	516,151	-4.0%	Shares	Sole	2024-11-13
2024-06-30	$98,116,791	537,479	+48.9%	Shares	Sole	2024-08-14
2024-03-31	$65,920,017	360,988	+5.7%	Shares	Sole	2024-05-15
2023-12-31	$58,198,416	341,540	+4.1%	Shares	Sole	2024-02-14
2023-09-30	$50,959,978	327,970	-1.8%	Shares	Sole	2023-11-13
2023-06-30	$54,230,504	333,870	-3.9%	Shares	Sole	2023-08-11
2023-03-31	$53,519,091	347,504	-7.1%	Shares	Sole	2023-05-12
2022-12-31	$56,827,432	374,234	+13.4%	Shares	Sole	2023-01-31
2022-09-30	$44,607,665	330,036	-5.4%	Shares	Sole	2022-11-01
2022-06-30	$50,066,008	348,965	+12.3%	Shares	Sole	2022-08-12
2022-03-31	$50,396,084	310,780	-8.9%	Shares	Sole	2022-07-20
2021-12-31	$58,562,112	340,973	-43.0%	Shares	Sole	2022-07-25
2021-09-30	$91,922,227	598,452	+88.1%	Shares	Sole	2022-07-25
2021-06-30	$49,250,617	318,177	+2.8%	Shares	Sole	2022-07-26
2021-03-31	$45,542,439	309,644	-60.5%	Shares	Sole	2022-07-27
2020-12-31	$110,802,921	784,890	+99.2%	Shares	Sole	2022-07-28
2020-09-30	$50,690,882	393,991	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.