Grantvest Financial Group LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2055216
MATAWAN, NJ
Position in VIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$319,794
-$8,337 QoQ
Shares Held
1,487
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.98%
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 | $319,794 | 1,487 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $328,131 | 1,493 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $369,648 | 1,713 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $360,833 | 1,763 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $419,406 | 2,162 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $423,384 | 2,162 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||