GLOBALT Investments LLC / GA
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2011891
Atlanta, GA
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$56,562,118
+$4,249,634 QoQ
Shares Held
239,042
-1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.05%
of 13F equity value
Holder Rank
#51
of 591 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,562,118 | 239,042 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $52,312,484 | 243,246 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,933,353 | 240,847 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $52,428,338 | 242,960 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $50,625,533 | 247,352 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $49,831,569 | 256,877 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $52,237,065 | 266,747 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $54,778,048 | 276,573 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $53,213,872 | 291,503 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $52,745,802 | 288,844 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $49,903,344 | 292,860 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||