Valued Retirements, Inc.
PensionPosition in VIG — Vanguard Dividend Appreciation ETF
CIK 2044874
HOUSTON, TX
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$783,922
-$24,273 QoQ
Shares Held
3,313
-11.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#387
of 591 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,922 | 3,313 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $808,195 | 3,758 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $794,284 | 3,614 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $764,112 | 3,541 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $724,736 | 3,541 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $796,716 | 4,107 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $803,294 | 4,102 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $797,785 | 4,028 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $697,341 | 3,820 | Shares | Sole | 2024-11-18 | |
| 2024-03-31 | $696,109 | 3,812 | Shares | Sole | 2024-11-18 | |
| 2023-12-31 | $621,448 | 3,647 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||