Montis Financial, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1844314 WALTHAM, MA

Position in VIG

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$6,682,129

-$635,665 QoQ

Shares Held

31,071

-6.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.49%

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%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,682,129	31,071	-6.7%	Shares	Sole	2026-05-11
2025-12-31	$7,317,794	33,296	-4.6%	Shares	Sole	2026-02-11
2025-09-30	$7,534,092	34,914	+366.8%	Shares	Sole	2025-10-28
2025-06-30	$1,530,726	7,479	0.0%	Shares	Sole	2025-07-17
2025-03-31	$1,450,851	7,479	-0.4%	Shares	Sole	2025-05-02
2024-12-31	$1,470,487	7,509	+285.5%	Shares	Sole	2025-02-10
2024-09-30	$385,820	1,948	+36.0%	Shares	Sole	2024-10-10
2024-06-30	$261,411	1,432	-57.0%	Shares	Sole	2024-08-07
2024-03-31	$608,456	3,332	0.0%	Shares	Sole	2024-04-16
2023-12-31	$567,772	3,332	0.0%	Shares	Sole	2024-02-06
2023-09-30	$517,726	3,332	+23.5%	Shares	Sole	2023-10-31
2023-06-30	$438,073	2,697	0.0%	Shares	Sole	2023-07-31
2023-03-31	$415,364	2,697	0.0%	Shares	Sole	2023-05-11
2022-12-31	$409,539	2,697	0.0%	Shares	Sole	2023-02-02
2022-09-30	$364,526	2,697	0.0%	Shares	Sole	2022-10-25
2022-06-30	$386,938	2,697	0.0%	Shares	Sole	2022-07-27
2022-03-31	$437,345	2,697	0.0%	Shares	Sole	2022-05-02
2021-12-31	$463,209	2,697	0.0%	Shares	Sole	2022-01-24
2021-09-30	$414,259	2,697	0.0%	Shares	Sole	2021-10-26
2021-06-30	$417,468	2,697	0.0%	Shares	Sole	2021-07-26
2021-03-31	$396,674	2,697	0.0%	Shares	Sole	2021-05-04
2020-12-31	$380,735	2,697	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.