Claris Financial LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2060278
GLEN ALLEN, VA
Position in VIG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,155,302
-$46,894 QoQ
Shares Held
5,372
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.33%
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 | $1,155,302 | 5,372 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,202,196 | 5,470 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,195,260 | 5,539 | Shares | Sole | 2026-04-07 | |
| 2025-06-30 | $1,130,392 | 5,523 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $1,021,938 | 5,268 | Shares | Sole | 2025-06-18 | |
| 2024-12-31 | $1,031,631 | 5,268 | Shares | Sole | 2025-06-17 | |
| No filing history on record for this holder in this stock. | ||||||