Downshift Financial, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2118380
BOULDER, CO
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$391,369
+$35,660 QoQ
Shares Held
1,654
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#471
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 | $391,369 | 1,654 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $355,709 | 1,654 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $298,900 | 1,360 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||