Prepared Retirement Institute LLC
PensionPosition in VIG — Vanguard Dividend Appreciation ETF
CIK 2056037
LANSDALE, PA
Position in VIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,756,201
-$126,411 QoQ
Shares Held
115,113
+1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
44.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,756,201 | 115,113 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,882,612 | 113,216 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $23,127,509 | 107,176 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $21,158,170 | 103,377 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $20,528,991 | 105,825 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $23,195,671 | 118,448 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $21,268,475 | 107,384 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $18,505,276 | 101,371 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $17,083,165 | 93,550 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $16,062,926 | 94,266 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||