Journey Advisory Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1840085
COVINGTON, KY
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$15,971,861
-$733,397 QoQ
Shares Held
74,267
-2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,971,861 | 74,267 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $16,705,258 | 76,009 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $15,978,386 | 74,046 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,212,320 | 79,212 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,707,157 | 75,814 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,107,005 | 72,037 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,267,648 | 72,037 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,272,662 | 72,707 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $12,508,602 | 68,499 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,519,040 | 67,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,708,453 | 62,482 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,883,865 | 60,850 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,819,293 | 24,799 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,287,620 | 15,065 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,465,453 | 18,241 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,619,762 | 18,260 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,081,485 | 12,836 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $337,317 | 1,964 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $281,088 | 1,830 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $250,605 | 1,619 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $200,028 | 1,360 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||