MONTAG A & ASSOCIATES INC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 829407
ATLANTA, GA
Position in VIG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$24,659,854
-$670,010 QoQ
Shares Held
114,665
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.63%
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 | $24,659,854 | 114,665 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $25,329,864 | 115,251 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $24,926,981 | 115,515 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,624,034 | 115,425 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $22,879,762 | 117,943 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $22,815,369 | 116,506 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $23,300,966 | 117,646 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $21,003,655 | 115,057 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $20,508,563 | 112,308 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $19,068,441 | 111,904 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $17,553,744 | 112,973 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $18,393,248 | 113,238 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $17,505,084 | 113,662 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,278,252 | 113,785 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $16,201,088 | 119,866 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,284,835 | 120,477 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $19,290,391 | 118,959 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $18,358,701 | 106,892 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $16,395,417 | 106,741 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $16,269,357 | 105,106 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $15,796,686 | 107,402 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $15,896,165 | 112,603 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,763,146 | 106,973 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,581,968 | 107,373 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $11,335,369 | 109,637 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||