Bruce G. Allen Investments, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2005409
DENVER, CO
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$306,890
-$6,076 QoQ
Shares Held
1,427
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
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 | $306,890 | 1,427 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $312,966 | 1,424 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $306,206 | 1,419 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $289,608 | 1,415 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $274,495 | 1,415 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $279,057 | 1,425 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $271,738 | 1,372 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $249,728 | 1,368 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $249,810 | 1,368 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $232,596 | 1,365 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||