LRI Investments, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2023325
PALM BEACH GARDENS, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,175,977
-$69,735 QoQ
Shares Held
10,118
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,175,977 | 10,118 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,245,712 | 10,218 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,183,363 | 10,118 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,072,079 | 10,124 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,966,088 | 10,135 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,903,859 | 9,722 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,925,539 | 9,722 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,774,751 | 9,722 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,775,334 | 9,722 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||