Convergence Financial, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2034001
COLUMBIA, MO
Position in VIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,229,282
+$600,931 QoQ
Shares Held
5,716
+99.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,229,282 | 5,716 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $628,351 | 2,859 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $617,375 | 2,861 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $581,467 | 2,841 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $532,502 | 2,745 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $563,990 | 2,880 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $606,855 | 3,064 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $674,522 | 3,695 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $312,993 | 1,714 | Shares | Sole | 2024-10-23 | |
| 2023-12-31 | $273,321 | 1,604 | Shares | Sole | 2024-10-23 | |
| 2023-09-30 | $270,361 | 1,740 | Shares | Sole | 2024-10-23 | |
| 2023-06-30 | $281,328 | 1,732 | Shares | Sole | 2024-10-23 | |
| 2023-03-31 | $286,458 | 1,860 | Shares | Sole | 2024-10-23 | |
| 2022-12-31 | $262,700 | 1,730 | Shares | Sole | 2024-10-23 | |
| 2022-09-30 | $233,826 | 1,730 | Shares | Sole | 2024-10-23 | |
| 2022-06-30 | $248,203 | 1,730 | Shares | Sole | 2024-10-23 | |
| 2022-03-31 | $280,536 | 1,730 | Shares | Sole | 2024-10-23 | |
| 2021-12-31 | $298,158 | 1,736 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||