UPTICK PARTNERS, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2005353
NACOGDOCHES, TX
Position in VIG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,599,459
+$177,485 QoQ
Shares Held
16,737
+7.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,599,459 | 16,737 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,421,974 | 15,570 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,591,177 | 16,642 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,487,167 | 17,038 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,766,491 | 14,261 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,803,306 | 14,315 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,931,089 | 14,799 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,356,537 | 12,909 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,364,434 | 12,948 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,165,954 | 12,711 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||