Sovereign Financial Group, Inc.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1846175 STAMFORD, CT

Position in VIG

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$1,467,999

+$34,594 QoQ

Shares Held

6,826

+4.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.50%

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	$1,467,999	6,826	+4.7%	Shares	Sole	2026-04-17
2025-12-31	$1,433,405	6,522	+1.7%	Shares	Sole	2026-01-07
2025-09-30	$1,383,213	6,410	+6.2%	Shares	Sole	2025-10-17
2025-06-30	$1,234,978	6,034	+5.9%	Shares	Sole	2025-07-25
2025-03-31	$1,105,161	5,697	+0.6%	Shares	Sole	2025-04-11
2024-12-31	$1,108,985	5,663	-0.7%	Shares	Sole	2025-01-14
2024-09-30	$1,129,932	5,705	-7.1%	Shares	Sole	2024-10-08
2024-06-30	$1,121,222	6,142	-2.0%	Shares	Sole	2024-07-15
2024-03-31	$1,144,051	6,265	+6.5%	Shares	Sole	2024-04-15
2023-12-31	$1,002,292	5,882	-7.6%	Shares	Sole	2024-02-06
2023-09-30	$989,459	6,368	-7.1%	Shares	Sole	2023-11-03
2023-06-30	$1,113,295	6,854	-23.9%	Shares	Sole	2023-07-31
2023-03-31	$1,387,784	9,011	-26.6%	Shares	Sole	2023-05-04
2022-12-31	$1,863,351	12,271	-17.9%	Shares	Sole	2023-02-14
2022-09-30	$2,020,371	14,948	-2.8%	Shares	Sole	2022-11-14
2022-06-30	$2,206,281	15,378	-10.2%	Shares	Sole	2022-08-15
2022-03-31	$2,775,692	17,117	-17.6%	Shares	Sole	2022-05-16
2021-12-31	$3,569,308	20,782	+1.5%	Shares	Sole	2022-02-15
2021-09-30	$3,144,038	20,469	+2.1%	Shares	Sole	2021-11-12
2021-06-30	$3,102,920	20,046	0.0%	Shares	Sole	2021-08-12
2021-03-31	$2,948,365	20,046	+0.5%	Shares	Sole	2021-05-17
2020-12-31	$2,814,647	19,938	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.