Forum Private Client Group LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1910636
FISHERS, IN
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,693,787
+$590,844 QoQ
Shares Held
24,063
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
17.51%
of 13F equity value
Holder Rank
#199
of 591 holders
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,693,787 | 24,063 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,102,943 | 23,728 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,459,774 | 24,842 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,423,234 | 25,132 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,384,663 | 26,309 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,208,631 | 26,850 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,387,087 | 27,509 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,701,355 | 28,786 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,663,066 | 31,022 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,083,469 | 33,314 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,269,186 | 36,791 | Shares | Sole | 2024-01-19 | |
| 2023-06-30 | $6,908,472 | 42,532 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,832,191 | 44,362 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,994,211 | 46,060 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,446,456 | 47,695 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,974,794 | 48,615 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,395,103 | 39,437 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||