Trifecta Capital Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1962615
NORTHBROOK, IL
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,187,131
-$19,680 QoQ
Shares Held
5,520
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,187,131 | 5,520 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,206,811 | 5,491 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,215,545 | 5,633 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,152,087 | 5,629 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,091,969 | 5,629 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,101,152 | 5,623 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,115,077 | 5,630 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,026,843 | 5,625 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,211,069 | 6,632 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,231,480 | 7,227 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,108,947 | 7,137 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,155,202 | 7,112 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,072,987 | 6,967 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,035,161 | 6,817 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||