Forum Financial Management, LP
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1911832
LOMBARD, IL
Position in VIG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,406,492
-$168,451 QoQ
Shares Held
6,540
-8.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
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 | $1,406,492 | 6,540 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,574,943 | 7,166 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,507,077 | 6,984 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,431,461 | 6,994 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,351,333 | 6,966 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,273,286 | 6,502 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $1,252,927 | 6,326 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,001,469 | 5,486 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $889,310 | 4,870 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $802,924 | 4,712 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $653,217 | 4,204 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $685,617 | 4,221 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $675,487 | 4,386 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $673,151 | 4,433 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $218,418 | 1,616 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $266,280 | 1,856 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $327,401 | 2,019 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $348,652 | 2,030 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||