JBR Co Financial Management Inc
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2017878
ARDMORE, OK
Position in VIG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$616,577
-$13,532 QoQ
Shares Held
2,867
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
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 | $616,577 | 2,867 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $630,109 | 2,867 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $618,669 | 2,867 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $621,787 | 3,038 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $589,341 | 3,038 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $594,931 | 3,038 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $601,706 | 3,038 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $554,586 | 3,038 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $554,769 | 3,038 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $517,675 | 3,038 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||