Schaeffer Financial LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1898838
Rockville, MD
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$755,505
-$757 QoQ
Shares Held
3,513
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $755,505 | 3,513 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $756,262 | 3,441 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $750,301 | 3,477 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $700,380 | 3,422 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $661,893 | 3,412 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $667,780 | 3,410 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $700,934 | 3,539 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $642,758 | 3,521 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $653,561 | 3,579 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $612,417 | 3,594 | Shares | Sole | 2024-02-09 | |
| 2022-09-30 | $4,325,525 | 32,003 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,694,912 | 32,724 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,476,629 | 33,773 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,063,290 | 35,303 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||