James J. Burns & Company, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1949059
MELVILLE, NY
Position in VIG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$775,291
-$15,257 QoQ
Shares Held
3,605
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $775,291 | 3,605 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $790,548 | 3,597 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $436,543 | 2,023 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $433,900 | 2,120 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $459,756 | 2,370 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $483,504 | 2,469 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $509,410 | 2,572 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $468,423 | 2,566 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $437,246 | 2,566 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $398,705 | 2,566 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $416,795 | 2,566 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $379,788 | 2,466 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||