Morling Financial Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1905198
FREMONT, CA
Position in VIG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$975,942
-$21,419 QoQ
Shares Held
4,538
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $975,942 | 4,538 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $997,361 | 4,538 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $970,191 | 4,496 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $935,751 | 4,572 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $905,157 | 4,666 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $934,500 | 4,772 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,053,679 | 5,320 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $949,442 | 5,201 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $973,859 | 5,333 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $934,473 | 5,484 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $858,474 | 5,525 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $925,688 | 5,699 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $922,057 | 5,987 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,004,487 | 6,615 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $898,273 | 6,646 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,013,759 | 7,066 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,200,470 | 7,403 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,279,709 | 7,451 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||