Excelsior Advisor Network LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2110679
SCOTTSDALE, AZ
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,645,384
+$3,375,554 QoQ
Shares Held
36,537
+49.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#167
of 591 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,645,384 | 36,537 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,269,830 | 24,504 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,086,369 | 18,593 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||