Trademark Financial Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2011736
Bloomington, MN
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,577,895
+$438,116 QoQ
Shares Held
7,337
+41.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.73%
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 | $1,577,895 | 7,337 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,139,779 | 5,186 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,107,650 | 5,133 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,119,749 | 5,471 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $877,028 | 4,521 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $748,462 | 3,822 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $724,701 | 3,659 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $632,353 | 3,464 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $665,248 | 3,643 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $668,649 | 3,924 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||