Charter Capital Management, LLC\DE
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2076040
BROOKFIELD, WI
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,632,764
-$64,815 QoQ
Shares Held
12,242
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,632,764 | 12,242 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,697,579 | 12,274 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,648,606 | 12,274 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,492,266 | 12,177 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||