Financial Perspectives, Inc
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2003287
MINNEAPOLIS, MN
Position in VIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$9,877,275
-$160,956 QoQ
Shares Held
45,928
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,877,275 | 45,928 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,038,231 | 45,674 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,975,971 | 46,230 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,439,585 | 46,121 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,344,673 | 43,016 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $8,602,028 | 43,926 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $9,233,161 | 46,618 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,998,975 | 43,818 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,025,344 | 43,948 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,675,156 | 45,042 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,995,362 | 45,021 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $7,261,433 | 44,705 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $6,832,191 | 44,362 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $6,733,484 | 44,343 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $6,485,111 | 47,981 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $6,273,943 | 43,730 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $7,142,661 | 44,047 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $7,345,747 | 42,770 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $6,442,444 | 41,943 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $6,197,172 | 40,036 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $38,215 | 5,620,690 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $5,398,764 | 38,243 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $4,418,313 | 34,341 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $3,377,127 | 28,820 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $2,831,335 | 27,385 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||