VALLEY NATIONAL ADVISERS INC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 773411
BETHLEHEM, PA
Position in VIG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$723,031
-$25,100 QoQ
Shares Held
3,362
-1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $723,031 | 3,362 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $748,131 | 3,404 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $734,549 | 3,404 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $688,100 | 3,362 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $652,194 | 3,362 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $658,380 | 3,362 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $665,877 | 3,362 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $613,733 | 3,362 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $610,830 | 3,345 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $569,988 | 3,345 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $519,746 | 3,345 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $543,328 | 3,345 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $527,484 | 3,425 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $519,023 | 3,418 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $463,869 | 3,432 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $495,832 | 3,456 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $560,424 | 3,456 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $383,689 | 2,234 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $343,142 | 2,234 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $350,908 | 2,267 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $539,636 | 3,669 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $482,377 | 3,417 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $435,385 | 3,384 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $539,379 | 4,603 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $533,905 | 5,164 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||