Sterling Financial Planning, Inc.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1844278 SPARTA, NJ

Position in VIG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$592,733

-$27,930 QoQ

Shares Held

2,505

-13.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#432

of 591 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,733	2,505	-13.2%	Shares	Sole	2026-08-11
2026-03-31	$620,663	2,886	0.0%	Shares	Sole	2026-05-06
2025-12-31	$634,285	2,886	-2.6%	Shares	Sole	2026-01-27
2025-09-30	$639,385	2,963	-4.9%	Shares	Sole	2025-10-24
2025-06-30	$637,751	3,116	0.0%	Shares	Sole	2025-07-28
2025-03-31	$604,472	3,116	+1.8%	Shares	Sole	2025-04-29
2024-12-31	$599,631	3,062	-2.1%	Shares	Sole	2025-02-03
2024-09-30	$619,333	3,127	-3.6%	Shares	Sole	2024-10-31
2024-06-30	$592,374	3,245	-3.3%	Shares	Sole	2024-07-30
2024-03-31	$612,656	3,355	-2.4%	Shares	Sole	2024-05-06
2023-12-31	$585,664	3,437	-3.2%	Shares	Sole	2024-01-31
2023-09-30	$551,443	3,549	-1.1%	Shares	Sole	2023-11-06
2023-06-30	$582,798	3,588	-7.5%	Shares	Sole	2023-07-28
2023-03-31	$597,096	3,877	-8.9%	Shares	Sole	2023-05-04
2022-12-31	$646,425	4,257	-1.0%	Shares	Sole	2023-02-07
2022-09-30	$580,917	4,298	-1.4%	Shares	Sole	2022-11-02
2022-06-30	$625,242	4,358	-10.1%	Shares	Sole	2022-07-27
2022-03-31	$785,989	4,847	-1.3%	Shares	Sole	2022-05-10
2021-12-31	$843,464	4,911	+11.2%	Shares	Sole	2022-02-02
2021-09-30	$678,451	4,417	+171.6%	Shares	Sole	2021-10-28
2021-06-30	$251,688	1,626	+629.1%	Shares	Sole	2021-08-02
2021-03-31	$32,798	223	+0.5%	Shares	Sole	2021-04-28
2020-12-31	$31,339	222	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.