XY Planning Network, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1873438
BOZEMAN, MT
Position in VIG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$376,570
+$70,857 QoQ
Shares Held
1,751
+25.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $376,570 | 1,751 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $305,713 | 1,391 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $299,300 | 1,387 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $283,877 | 1,387 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $220,760 | 1,138 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $916,092 | 4,678 | Shares | Sole | 2025-02-27 | |
| No filing history on record for this holder in this stock. | ||||||