Mallini Complete Financial Planning LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2049540
GAINESVILLE, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$330,332
-$113,403 QoQ
Shares Held
1,536
-23.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $330,332 | 1,536 | Principal | Sole | 2026-04-13 | |
| 2025-12-31 | $443,735 | 2,019 | Principal | Sole | 2026-01-06 | |
| 2025-09-30 | $460,927 | 2,136 | Principal | Sole | 2025-10-20 | |
| 2025-06-30 | $445,361 | 2,176 | Principal | Sole | 2025-07-11 | |
| 2025-03-31 | $405,633 | 2,091 | Principal | Sole | 2025-04-24 | |
| 2024-12-31 | $411,047 | 2,099 | Principal | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||