Plan Group Financial, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1940033
OKLAHOMA CITY, OK
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$6,605,567
+$530,848 QoQ
Shares Held
30,715
+11.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,605,567 | 30,715 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,074,719 | 27,640 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,494,876 | 25,464 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,935,804 | 19,230 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,216,160 | 16,579 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,102,822 | 10,738 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,849,880 | 9,340 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,479,385 | 8,104 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $580,151 | 3,177 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $209,251 | 1,228 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||