COLLECTIVE FAMILY OFFICE LLC

Family Office

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1845066 YORK, PA

Position in VIG

as of Mar 31, 2026 · filed Apr 2, 2026 Compact

Position Value

$1,793,815

-$653,435 QoQ

Shares Held

8,341

-25.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.32%

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	$1,793,815	8,341	-25.1%	Shares	Sole	2026-04-02
2025-12-31	$2,447,250	11,135	+0.3%	Shares	Sole	2026-01-06
2025-09-30	$2,396,132	11,104	+4.0%	Shares	Sole	2025-10-06
2025-06-30	$2,184,442	10,673	+0.0%	Shares	Sole	2025-07-03
2025-03-31	$2,070,261	10,672	+0.9%	Shares	Sole	2025-04-03
2024-12-31	$2,070,510	10,573	+1.4%	Shares	Sole	2025-01-08
2024-09-30	$2,065,171	10,427	-0.9%	Shares	Sole	2024-10-04
2024-06-30	$1,920,608	10,521	-0.1%	Shares	Sole	2024-07-05
2024-03-31	$1,923,065	10,531	+0.1%	Shares	Sole	2024-04-09
2023-12-31	$1,793,289	10,524	+1.1%	Shares	Sole	2024-01-09
2023-09-30	$1,616,884	10,406	-0.9%	Shares	Sole	2023-10-13
2023-06-30	$1,705,190	10,498	0.0%	Shares	Sole	2023-07-12
2023-03-31	$1,616,796	10,498	-2.3%	Shares	Sole	2023-04-12
2022-12-31	$1,630,869	10,740	-1.9%	Shares	Sole	2023-01-11
2022-09-30	$1,479,866	10,949	+5.7%	Shares	Sole	2022-10-14
2022-06-30	$1,486,062	10,358	+7.3%	Shares	Sole	2022-07-18
2022-03-31	$1,565,654	9,655	+16.9%	Shares	Sole	2022-04-25
2021-12-31	$1,417,968	8,256	+0.2%	Shares	Sole	2022-01-18
2021-09-30	$1,265,817	8,241	+1.7%	Shares	Sole	2021-10-08
2021-06-30	$1,254,108	8,102	+0.2%	Shares	Sole	2021-07-14
2021-03-31	$1,189,288	8,086	+4.6%	Shares	Sole	2021-04-14
2020-12-31	$1,090,820	7,727	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.