Quantum Financial Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1929139
SANTA MONICA, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$362,376
-$19,381 QoQ
Shares Held
1,685
-3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $362,376 | 1,685 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $381,757 | 1,737 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $359,937 | 1,668 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||