Uptown Financial Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2066147
DALLAS, TX
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$297,643
-$6,532 QoQ
Shares Held
1,384
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.19%
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 | $297,643 | 1,384 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $304,175 | 1,384 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $298,653 | 1,384 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $283,263 | 1,384 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $268,482 | 1,384 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $271,028 | 1,384 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||