EHRLICH FINANCIAL GROUP
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2010632
LAGUNA NIGUEL, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$4,440,343
+$632,215 QoQ
Shares Held
20,647
+19.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
18.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,440,343 | 20,647 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,808,128 | 17,327 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $2,358,584 | 10,930 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,291,280 | 11,195 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,476,688 | 17,922 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,561,560 | 18,187 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,597,165 | 18,162 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,391,596 | 18,579 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,288,440 | 18,008 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,261,626 | 19,141 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||