TAGStone Capital, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1903044
CHARLOTTE, NC
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,015,055
+$374,148 QoQ
Shares Held
8,516
+11.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#278
of 591 holders
Holding Since
Mar 2023
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,015,055 | 8,516 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,640,907 | 7,630 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,556,701 | 7,083 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,447,303 | 6,707 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,319,507 | 6,447 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,069,660 | 5,514 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $993,249 | 5,072 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $996,043 | 5,029 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $602,962 | 3,303 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $603,160 | 3,303 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $560,445 | 3,289 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $505,917 | 3,256 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $526,273 | 3,240 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $498,992 | 3,240 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||