Lummis Asset Management, LP
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2011652
FORT WORTH, TX
Position in VIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$86,024
-$1,888 QoQ
Shares Held
400
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,024 | 400 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $87,912 | 400 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $86,316 | 400 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||