Alexis Investment Partners, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2054271
MONTGOMERY, TX
Position in VIG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$8,553,366
-$295,196 QoQ
Shares Held
39,772
-1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,553,366 | 39,772 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,848,562 | 40,261 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,025,445 | 37,191 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,239,195 | 40,256 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,794,324 | 40,179 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,691,614 | 39,277 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||