Richard W. Paul & Associates, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1964203
NOVI, MI
Position in VIG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$714,644
-$22,498 QoQ
Shares Held
3,323
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.65%
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 | $714,644 | 3,323 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $737,142 | 3,354 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $769,938 | 3,568 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $743,361 | 3,632 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $740,653 | 3,818 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $869,876 | 4,442 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $952,272 | 4,808 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $935,386 | 5,124 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,053,111 | 5,767 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,129,240 | 6,627 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $80,331 | 517 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $83,326 | 513 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $79,006 | 513 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $77,746 | 512 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||