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PDS Planning, Inc

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 838618 DUBLIN, OH

Position in VIG

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$60,907,142
-$149,060 QoQ
Shares Held
283,210
+1.9% QoQ
Ownership
of shares outstanding
% of Portfolio
7.68%
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
2026-03-31 $60,907,142 283,210
2025-12-31 $61,056,202 277,806
2025-09-30 $59,565,592 276,035
2025-06-30 $55,625,826 271,783
2025-03-31 $51,941,986 267,756
2024-12-31 $51,502,702 262,997
2024-09-30 $51,658,009 260,820
2024-06-30 $46,673,471 255,675
2024-03-31 $44,582,405 244,140
2023-12-31 $41,274,969 242,224
2023-09-30 $36,506,064 234,947
2023-06-30 $37,286,781 229,556
2023-03-31 $34,212,551 222,145
2022-12-31 $32,429,086 213,560
2022-09-30 $28,133,689 208,151
2022-06-30 $28,748,949 200,383
2022-03-31 $31,357,690 193,375
2021-12-31 $31,502,385 183,420
2021-09-30 $27,511,142 179,109
2021-06-30 $26,400,363 170,556
2021-03-31 $23,236,875 157,988
2020-12-31 $20,996,919 148,735
2020-09-30 $17,941,122 139,446
2020-06-30 $15,677,746 133,792
2020-03-31 $12,142,328 117,442