Evernest Financial Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2009530
CARMEL, IN
Position in VIG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,237,670
-$23,867 QoQ
Shares Held
5,755
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,237,670 | 5,755 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,261,537 | 5,740 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,232,160 | 5,710 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,165,390 | 5,694 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,104,579 | 5,694 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,111,335 | 5,675 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,117,652 | 5,643 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,026,843 | 5,625 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,027,181 | 5,625 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,263,686 | 7,416 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $963,345 | 5,609 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||