Cape Investment Advisory, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1944437
MCDONOUGH, GA
Position in VIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$457,432
+$45,125 QoQ
Shares Held
2,127
+13.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $457,432 | 2,127 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $412,307 | 1,876 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $402,448 | 1,865 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $506,353 | 2,474 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $441,715 | 2,277 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $453,933 | 2,318 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $402,457 | 2,032 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $313,986 | 1,720 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $310,802 | 1,702 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $288,828 | 1,695 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $246,588 | 1,587 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $245,756 | 1,513 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $248,726 | 1,615 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||