Sandbox Financial Partners, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1844892 BETHESDA, MD

Position in VIG

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$9,757,057

-$545,130 QoQ

Shares Held

45,369

-3.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

5.41%

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	$9,757,057	45,369	-3.2%	Shares	Sole	2026-04-08
2025-12-31	$10,302,187	46,875	-0.6%	Shares	Sole	2026-01-07
2025-09-30	$10,180,540	47,178	+2.7%	Shares	Sole	2025-10-17
2025-06-30	$9,406,428	45,959	-0.6%	Shares	Sole	2025-07-09
2025-03-31	$8,970,291	46,241	-3.5%	Shares	Sole	2025-04-11
2024-12-31	$9,388,286	47,941	-4.3%	Shares	Sole	2025-01-15
2024-09-30	$9,919,042	50,081	-1.9%	Shares	Sole	2024-10-07
2024-06-30	$9,319,360	51,051	+4.1%	Shares	Sole	2024-07-15
2024-03-31	$8,954,463	49,036	+6.9%	Shares	Sole	2024-04-15
2023-12-31	$7,814,714	45,861	-0.4%	Shares	Sole	2024-01-18
2023-09-30	$7,155,093	46,049	-1.5%	Shares	Sole	2023-10-10
2023-06-30	$7,593,277	46,748	+0.8%	Shares	Sole	2023-07-14
2023-03-31	$7,143,599	46,384	-0.4%	Shares	Sole	2023-04-21
2022-12-31	$7,073,476	46,582	+0.3%	Shares	Sole	2023-01-25
2022-09-30	$6,279,263	46,458	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$6,681,971	46,574	-1.4%	Shares	Sole	2022-08-11
2022-03-31	$7,656,546	47,216	-2.1%	Shares	Sole	2022-04-13
2021-12-31	$8,281,098	48,216	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$7,383,552	48,070	-24.4%	Shares	Sole	2021-11-12
2021-06-30	$9,845,727	63,607	+8.9%	Shares	Sole	2021-08-16
2021-03-31	$8,594,472	58,434	+32.7%	Shares	Sole	2021-05-07
2020-12-31	$6,217,550	44,043	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.