Strategic Financial Concepts, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1870686
SAN ANTONIO, TX
Position in VIG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$15,187,967
+$14,812,144 QoQ
Shares Held
70,622
+4029.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,187,967 | 70,622 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $375,823 | 1,710 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,000,670 | 64,881 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,673,166 | 61,920 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $12,092,172 | 62,334 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $11,845,560 | 60,489 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,493,020 | 52,979 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $588,705 | 8,775,034 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,798,260 | 26,276 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $510,177 | 2,994 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,730,156 | 11,135 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,763,502 | 10,857 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $1,621,263 | 10,527 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||