Orion Capital Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1846758
CORONADO, CA
Position in VIG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,225,614
-$1,095,255 QoQ
Shares Held
38,248
-9.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,225,614 | 38,248 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,320,869 | 42,410 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,324,717 | 43,212 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,797,944 | 42,986 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $8,329,736 | 42,939 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,625,332 | 44,045 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $9,278,120 | 46,845 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $8,578,207 | 46,991 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,779,340 | 48,077 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,268,830 | 48,526 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,176,069 | 46,184 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $7,943,151 | 48,902 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,530,010 | 48,893 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,291,685 | 48,019 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $5,725,783 | 42,363 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,740,665 | 40,013 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,957,109 | 36,736 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $5,428,330 | 31,606 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,536,115 | 29,532 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $4,454,082 | 28,775 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,153,833 | 28,242 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,089,412 | 28,968 | Shares | Sole | 2021-02-23 | |
| No filing history on record for this holder in this stock. | ||||||