HM PAYSON & CO

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 928052 PORTLAND, ME

Position in VIG

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$11,105,698

-$7,066,810 QoQ

Shares Held

51,640

-37.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 59% Shared 0% None 41%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,105,698	51,640	-37.5%	Shares	Sole	2026-04-13
2025-12-31	$18,172,508	82,685	+23.4%	Shares	Sole	2026-02-12
2025-09-30	$14,464,618	67,031	+131.1%	Shares	Sole	2025-10-17
2025-06-30	$5,936,248	29,004	+11.8%	Shares	Sole	2025-10-17
2025-03-31	$5,033,070	25,945	-1.7%	Shares	Sole	2025-04-29
2024-12-31	$5,168,541	26,393	+1.0%	Shares	Sole	2025-02-07
2024-09-30	$5,175,901	26,133	-4.1%	Shares	Sole	2024-10-28
2024-06-30	$4,975,582	27,256	-2.3%	Shares	Sole	2024-08-13
2024-03-31	$5,094,271	27,897	+2.5%	Shares	Sole	2024-06-20
2023-12-31	$4,638,628	27,222	-1.6%	Shares	Sole	2024-02-13
2023-09-30	$4,299,364	27,670	-0.8%	Shares	Sole	2023-11-06
2023-06-30	$4,532,609	27,905	-18.5%	Shares	Sole	2023-07-17
2023-03-31	$5,271,608	34,229	+1.7%	Shares	Sole	2023-04-18
2022-12-31	$5,108,841	33,644	-1.9%	Shares	Sole	2023-02-06
2022-09-30	$4,635,177	34,294	+19.7%	Shares	Sole	2022-10-25
2022-06-30	$4,108,693	28,638	0.0%	Shares	Sole	2022-08-15
2022-03-31	$4,643,938	28,638	-0.5%	Shares	Sole	2022-05-12
2021-12-31	$4,941,762	28,773	-2.8%	Shares	Sole	2022-02-15
2021-09-30	$4,545,331	29,592	-0.9%	Shares	Sole	2021-11-30
2021-06-30	$4,622,958	29,866	-5.0%	Shares	Sole	2021-08-17
2021-03-31	$4,624,489	31,442	-0.6%	Shares	Sole	2021-06-15
2020-12-31	$4,467,183	31,644	-8.6%	Shares	Sole	2021-03-10
2020-09-30	$4,456,010	34,634	-9.3%	Shares	Sole	2020-12-21
2020-06-30	$4,472,526	38,168	-8.8%	Shares	Sole	2020-08-13
2020-03-31	$4,324,700	41,829	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.