Values Added Financial LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1973921
WASHINGTON, DC
Position in VIG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$564,532
-$135,906 QoQ
Shares Held
2,625
-17.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $564,532 | 2,625 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $700,438 | 3,187 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $584,790 | 2,710 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $566,731 | 2,769 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $513,879 | 2,649 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $539,511 | 2,755 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $322,837 | 1,630 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||