OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 714364 WILLIAMSVILLE, NY

Position in VIG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$6,477,392

-$783,260 QoQ

Shares Held

30,119

-8.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

6.85%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,477,392	30,119	-8.8%	Shares	Sole	2026-05-12
2025-12-31	$7,260,652	33,036	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$7,096,469	32,886	+1.0%	Shares	Sole	2025-11-04
2025-06-30	$6,661,189	32,546	-0.8%	Shares	Sole	2025-08-08
2025-03-31	$6,363,065	32,801	-0.2%	Shares	Sole	2025-05-09
2024-12-31	$6,435,169	32,861	+0.4%	Shares	Sole	2025-01-24
2024-09-30	$6,479,532	32,715	-3.1%	Shares	Sole	2024-11-08
2024-06-30	$6,160,149	33,745	-2.1%	Shares	Sole	2024-08-08
2024-03-31	$6,291,279	34,452	-3.5%	Shares	Sole	2024-05-03
2023-12-31	$6,082,087	35,693	-19.8%	Shares	Sole	2024-02-09
2023-09-30	$6,911,613	44,482	-3.5%	Shares	Sole	2023-10-19
2023-06-30	$7,484,611	46,079	-6.0%	Shares	Sole	2023-08-03
2023-03-31	$7,547,568	49,007	-0.6%	Shares	Sole	2023-05-03
2022-12-31	$7,488,179	49,313	-0.4%	Shares	Sole	2023-01-30
2022-09-30	$6,695,015	49,534	-0.5%	Shares	Sole	2022-10-20
2022-06-30	$7,140,501	49,770	-7.2%	Shares	Sole	2022-07-21
2022-03-31	$8,700,370	53,653	-34.6%	Shares	Sole	2022-04-26
2021-12-31	$14,082,984	81,997	-7.3%	Shares	Sole	2022-01-18
2021-09-30	$13,583,616	88,435	-4.2%	Shares	Sole	2021-10-27
2021-06-30	$14,286,497	92,296	-2.4%	Shares	Sole	2021-07-14
2021-03-31	$13,902,442	94,523	-60.5%	Shares	Sole	2021-04-26
2020-12-31	$33,785,086	239,322	+4.8%	Shares	Sole	2021-01-20
2020-09-30	$29,381,440	228,365	-0.5%	Shares	Sole	2020-11-02
2020-06-30	$26,900,075	229,562	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.