INDEPENDENT FINANCIAL GROUP, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 275484
SAN DIEGO, CA
Position in VIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,974,883
-$51,701 QoQ
Shares Held
41,732
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,974,883 | 41,732 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,026,584 | 41,071 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $8,871,990 | 41,114 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $8,328,431 | 40,692 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $7,766,389 | 40,035 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||