PLANNING DIRECTIONS INC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 821103 GLEN MILLS, PA

Position in VIG

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$14,841,075

-$117,151 QoQ

Shares Held

69,009

+1.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

32.58%

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	$14,841,075	69,009	+1.4%	Shares	Sole	2026-04-15
2025-12-31	$14,958,226	68,060	+0.6%	Shares	Sole	2026-01-21
2025-09-30	$14,601,214	67,664	-0.7%	Shares	Sole	2025-11-13
2025-06-30	$13,950,102	68,159	-3.9%	Shares	Sole	2025-08-01
2025-03-31	$13,764,560	70,955	-5.0%	Shares	Sole	2025-04-30
2024-12-31	$14,626,738	74,691	-4.0%	Shares	Sole	2025-02-06
2024-09-30	$15,411,246	77,811	-2.5%	Shares	Sole	2024-11-07
2024-06-30	$14,575,887	79,846	-2.1%	Shares	Sole	2024-08-09
2024-03-31	$14,894,402	81,564	-2.8%	Shares	Sole	2024-05-09
2023-12-31	$14,301,672	83,930	-6.0%	Shares	Sole	2024-01-31
2023-09-30	$13,870,927	89,271	-5.8%	Shares	Sole	2023-10-27
2023-06-30	$15,400,475	94,813	-19.9%	Shares	Sole	2023-07-19
2023-03-31	$18,235,708	118,406	+5.1%	Shares	Sole	2023-05-11
2022-12-31	$17,102,409	112,627	+13.9%	Shares	Sole	2023-02-08
2022-09-30	$13,363,269	98,870	+6.3%	Shares	Sole	2022-11-08
2022-06-30	$13,345,866	93,022	-4.5%	Shares	Sole	2022-08-03
2022-03-31	$15,800,708	97,439	+20.0%	Shares	Sole	2022-05-19
2021-12-31	$13,948,332	81,213	+9.9%	Shares	Sole	2022-01-27
2021-09-30	$11,347,814	73,879	+8.2%	Shares	Sole	2021-11-09
2021-06-30	$10,569,989	68,286	+19.2%	Shares	Sole	2021-07-28
2021-03-31	$8,427,831	57,301	+10.6%	Shares	Sole	2021-04-28
2020-12-31	$7,315,711	51,822	+8.9%	Shares	Sole	2021-01-26
2020-09-30	$6,123,830	47,597	+6.5%	Shares	Sole	2020-11-02
2020-06-30	$5,237,946	44,700	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.