Shum Financial Group, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2044675
ALAMEDA, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$377,000
-$6,516 QoQ
Shares Held
1,753
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $377,000 | 1,753 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $383,516 | 1,745 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $372,885 | 1,728 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $321,441 | 1,657 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $316,852 | 1,618 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $312,934 | 1,580 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||