CYPRESS FINANCIAL PLANNING LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1937021
HADDON HEIGHTS, NJ
Position in VIG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$8,204,108
-$74,565 QoQ
Shares Held
38,148
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,204,108 | 38,148 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $8,278,673 | 37,668 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,110,467 | 37,585 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,851,345 | 38,361 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $7,654,845 | 39,460 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,957,552 | 40,635 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,044,206 | 40,615 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $7,773,344 | 42,582 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $8,366,459 | 45,816 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $8,212,428 | 48,195 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $13,636,925 | 87,765 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,450,828 | 95,123 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $14,553,174 | 94,495 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $13,578,730 | 89,422 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,303,479 | 91,029 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $12,976,431 | 90,447 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||