Team Financial Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1845163
TEMECULA, CA
Position in VIG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$181,940
+$137,765 QoQ
Shares Held
846
+320.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,940 | 846 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $44,175 | 201 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $42,942 | 199 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $40,524 | 198 | Shares | Sole | 2025-07-22 | |
| 2023-12-31 | $33,057 | 194 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $29,832 | 192 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||