Compound Planning, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1978879
NEW YORK, NY
Position in VIG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,415,826
-$142,849 QoQ
Shares Held
20,533
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
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 | $4,415,826 | 20,533 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,558,675 | 20,742 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $4,041,746 | 18,730 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,189,986 | 15,586 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,010,336 | 15,518 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,752,782 | 14,057 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,125,381 | 10,731 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,914,401 | 10,487 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,808,752 | 9,905 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,823,961 | 10,704 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $696,879 | 4,485 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $435,312 | 2,680 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $420,909 | 2,733 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||