Cascade Financial Partners, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2021208
SAN DIEGO, CA
Position in VIG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,023,702
-$327,937 QoQ
Shares Held
41,959
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,023,702 | 41,959 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,351,639 | 42,550 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,573,954 | 44,367 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,256,200 | 45,225 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,695,601 | 44,825 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,932,002 | 45,611 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,789,704 | 44,379 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,134,793 | 44,562 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,129,066 | 44,516 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||