Capital Squared Financial LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2128691
ROCKVILLE, MD
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,329,715
+$282,903 QoQ
Shares Held
6,183
+29.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,329,715 | 6,183 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,046,812 | 4,763 | Shares | Sole | 2026-04-17 | |
| 2025-09-30 | $861,217 | 3,991 | Shares | Sole | 2026-04-17 | |
| 2025-06-30 | $308,642 | 1,508 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||