ROTHSCHILD INVESTMENT LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 85338
CHICAGO, IL
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$18,306,767
-$220,027 QoQ
Shares Held
85,124
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,306,767 | 85,124 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $18,526,794 | 84,297 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17,535,742 | 81,263 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $16,608,765 | 81,149 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,870,709 | 81,812 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $15,729,653 | 80,323 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,736,857 | 79,455 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $14,152,918 | 77,529 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,088,178 | 77,149 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $12,976,812 | 76,155 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||