CAPITAL ADVISORS INC/OK

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 860828 TULSA, OK

Position in VIG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,961,992

-$21,082 QoQ

Shares Held

9,123

+1.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,961,992	9,123	+1.1%	Shares	Sole	2026-04-27
2025-12-31	$1,983,074	9,023	-0.3%	Shares	Sole	2026-01-15
2025-09-30	$1,953,331	9,052	-4.3%	Shares	Sole	2025-10-21
2025-06-30	$1,935,359	9,456	0.0%	Shares	Sole	2025-07-22
2025-03-31	$1,834,369	9,456	+7.7%	Shares	Sole	2025-04-29
2024-12-31	$1,719,583	8,781	+2.6%	Shares	Sole	2025-01-29
2024-09-30	$1,694,601	8,556	-2.9%	Shares	Sole	2024-10-28
2024-06-30	$1,609,360	8,816	+4.6%	Shares	Sole	2024-07-31
2024-03-31	$1,539,037	8,428	+1.3%	Shares	Sole	2024-04-29
2023-12-31	$1,418,068	8,322	-0.3%	Shares	Sole	2024-01-29
2023-09-30	$1,297,267	8,349	-1.0%	Shares	Sole	2023-10-24
2023-06-30	$1,369,447	8,431	+0.5%	Shares	Sole	2023-07-18
2023-03-31	$1,291,989	8,389	+55.3%	Shares	Sole	2023-04-19
2022-12-31	$820,445	5,403	0.0%	Shares	Sole	2023-01-17
2022-09-30	$730,269	5,403	-1.6%	Shares	Sole	2022-10-17
2022-06-30	$787,937	5,492	+6.3%	Shares	Sole	2022-07-15
2022-03-31	$837,556	5,165	+2.1%	Shares	Sole	2022-05-05
2021-12-31	$869,055	5,060	-9.1%	Shares	Sole	2022-01-27
2021-09-30	$855,091	5,567	+16.5%	Shares	Sole	2021-10-25
2021-06-30	$739,431	4,777	+3.5%	Shares	Sole	2021-08-02
2021-03-31	$678,627	4,614	+115.8%	Shares	Sole	2021-05-25
2020-12-31	$301,821	2,138	-27.8%	Shares	Sole	2021-02-08
2020-09-30	$381,219	2,963	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.