Sage Investment Advisers LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1925418
WAPPINGERS FALLS, NY
Position in VIG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$2,540,933
+$98,518 QoQ
Shares Held
11,815
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,540,933 | 11,815 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,442,415 | 11,113 | Shares | Sole | 2026-02-10 | |
| 2024-09-30 | $1,824,132 | 9,210 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,660,474 | 9,096 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,453,758 | 7,961 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,314,636 | 7,715 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,468,496 | 9,451 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,460,570 | 8,992 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,416,429 | 9,197 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,323,220 | 8,714 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,184,812 | 8,766 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $868,710 | 6,055 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,002,959 | 6,185 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $919,549 | 5,354 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||