Oak Harvest Investment Services
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1839430
HOUSTON, TX
Position in VIG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$13,387,485
-$731,841 QoQ
Shares Held
62,250
-3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.93%
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 | $13,387,485 | 62,250 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $14,119,326 | 64,243 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $13,821,996 | 64,053 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,183,408 | 64,413 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,792,282 | 65,943 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,328,581 | 68,062 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $14,281,314 | 72,106 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $13,473,467 | 73,807 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $13,878,725 | 76,002 | Shares | Sole | 2024-10-24 | |
| 2023-12-31 | $13,435,188 | 78,845 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $12,055,312 | 77,586 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $12,630,881 | 77,762 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $12,554,433 | 81,517 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $11,248,288 | 74,075 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $9,376,049 | 69,370 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $8,897,148 | 62,014 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $8,502,697 | 52,434 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,616,010 | 50,166 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,152,844 | 46,568 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $6,682,284 | 43,170 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,845,253 | 39,742 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $5,209,173 | 36,900 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||