Intelligent Financial Strategies
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1911000
EXCELSIOR, MN
Position in VIG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,222,703
-$547,182 QoQ
Shares Held
19,635
-9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.38%
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 | $4,222,703 | 19,635 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,769,885 | 21,703 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,728,390 | 21,912 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,501,716 | 21,995 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,266,810 | 21,995 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,392,858 | 22,432 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,478,532 | 22,612 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,125,812 | 22,601 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,132,646 | 22,631 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,854,788 | 22,622 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,507,703 | 22,575 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,661,497 | 22,542 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,471,693 | 22,542 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,474,935 | 22,884 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,074,619 | 22,748 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,274,415 | 22,823 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,726,436 | 22,980 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,943,723 | 22,962 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||