Plum Street Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2068236
NEW ORLEANS, LA
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$296,248
+$26,993 QoQ
Shares Held
1,252
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#500
of 591 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,248 | 1,252 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $269,255 | 1,252 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $250,329 | 1,139 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $279,879 | 1,297 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $333,816 | 1,631 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $316,397 | 1,631 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $214,629 | 1,096 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $223,015 | 1,126 | Shares | Sole | 2025-05-29 | |
| 2024-06-30 | $232,568 | 1,274 | Shares | Sole | 2025-05-29 | |
| 2024-03-31 | $205,618 | 1,126 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||