Oakmont Advisory Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2115370
ALBUQUERQUE, NM
Position in VIG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,089,092
+$353,050 QoQ
Shares Held
9,714
+23.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,089,092 | 9,714 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,736,042 | 7,899 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||