Global Financial Private Client, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2023568
Sarasota, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$5,012,833
+$55,036 QoQ
Shares Held
23,309
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,012,833 | 23,309 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,957,797 | 22,558 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,881,385 | 22,621 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,726,239 | 23,092 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,430,537 | 22,839 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,460,419 | 22,777 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,487,049 | 22,655 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,149,909 | 22,733 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,186,882 | 22,928 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,885,460 | 22,802 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $3,396,762 | 21,861 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $3,564,526 | 21,945 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $11,088 | 72 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $10,933 | 72 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $9,731 | 72 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $10,329 | 72 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $11,675 | 72 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $12,366 | 72 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $11,059 | 72 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $11,144 | 72 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $10,589 | 72 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $10,164 | 72 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $11,193 | 87 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $8,319 | 71 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $17,679 | 171 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||