VIG — VANGUARD DIVIDEND APPRECIATION ETF

Ownership history in Capital Square, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Capital Square, LLC reported a position in VANGUARD DIVIDEND APPRECIATION ETF (VIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2021 Q2)
Avg. % of fund
0.15%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 928 -622 -40.1% 0.10% $200K $214.93
2021 Q2 UNCHANGED 1,550 — 0% 0.18% $244K $142.28
2021 Q1 INITIATED 1,550 — — 0.17% $233K $134.59
% of Fund (quarterly)    VIG price (monthly, adj. close)

Other funds also holding VIG

As of 2025 Q4 — sorted by position size

Hubbell Strickland Wealth Management, LLC 3Y 30.44% 360 Financial, Inc. 3Y 24.96% Frazier Financial Advisors, LLC 24.96% Ball & Co Wealth Management Inc. 17.62% KITCHING PARTNERS, LLC 15.96% Ariston Services Group 15.11% KilterHowling LLC 15.1% AMARA FINANCIAL, LLC. 14.91% FIDELIS iM, LLC 3Y 14.65% Granite FO LLC 14.44%
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