Roxbury Financial LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2054149
MOUNT ARLINGTON, NJ
Position in VIG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,080,246
+$12,775 QoQ
Shares Held
5,023
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.32%
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 | $1,080,246 | 5,023 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,067,471 | 4,857 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,043,128 | 4,834 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $995,719 | 4,865 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $974,217 | 5,022 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $977,387 | 4,991 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||