Investment Management Trust, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2131759
FITCHBURG, MA
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,230,677
+$374,379 QoQ
Shares Held
26,332
-3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.00%
of 13F equity value
Holder Rank
#190
of 591 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,230,677 | 26,332 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,856,298 | 27,231 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||