FIDUCIARY FINANCIAL GROUP, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1925420
SAN RAFAEL, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$6,018,669
-$273,632 QoQ
Shares Held
27,986
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,018,669 | 27,986 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,292,301 | 28,630 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,218,636 | 28,818 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,078,084 | 29,697 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $5,774,888 | 29,769 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,788,147 | 29,557 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,046,177 | 30,527 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,614,872 | 30,758 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||