Family CFO Inc VIG — VANGUARD DIVIDEND APPRECIATION

Ownership history in Family CFO Inc  ·  18 quarters on record

AI Ownership Summary

Family CFO Inc reported VANGUARD DIVIDEND APPRECIATION (VIG) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 10.9% in 2024 Q1. The latest visible filing shows VIG at 10.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Family CFO Inc's position in VANGUARD DIVIDEND APPRECIATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VIG was reported at 10.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.9% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIG stock page Family CFO Inc fund profile Family CFO Inc full holdings
How Family CFO Inc held VIG — position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 104,268 +509 +0.5% 10.04% $22.4M 2026-04-28 $225.35
2025 Q4 ADDED — — — 103,759 +13 +0.0% 10.20% $22.8M 2026-01-23 $222.27
2025 Q3 ADDED — — — 103,746 +974 +0.9% 10.31% $22.4M 2025-10-28 $217.82
2025 Q2 ADDED — — — 102,772 +1,116 +1.1% 10.53% $21.0M 2025-07-21 $203.72
2025 Q1 ADDED — — — 101,656 +2,311 +2.3% 10.82% $19.7M 2025-04-24 $185.32
2024 Q4 ADDED — — — 99,345 +3,234 +3.4% 10.71% $19.5M 2025-01-30 $198.71
2024 Q3 REDUCED — — — 96,111 -141 -0.1% 10.74% $19.0M 2024-10-17 $196.04
2024 Q2 REDUCED — — — 96,252 -140 -0.1% 10.82% $17.6M 2024-07-24 $180.49
2024 Q1 REDUCED — — — 96,392 -1,095 -1.1% 10.90% $17.6M 2024-04-17 $167.44
2023 Q4 ADDED — — — 97,487 +661 +0.7% 10.71% $16.6M 2024-01-31 $165.92
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIG

As of 2026 Q1 — sorted by position size

Hubbell Strickland Wealth Management, LLC 3Y 29.36% 360 Financial, Inc. 3Y 25.71% Diana Davis Spencer Foundation 3Y 7Y 24.48% Ball & Co Wealth Management Inc. 22.32% Reality Financial Planning Services, LLC 16.67% Granite FO LLC 15.44% GEN Financial Management, INC. 15.14% Ariston Services Group 15.08% KITCHING PARTNERS, LLC 14.94% KilterHowling LLC 3Y 14.9%

FAQ About Family CFO Inc and VIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Family CFO Inc reported owning VIG?

Family CFO Inc reported VIG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VIG position in Family CFO Inc's portfolio?

The largest reported portfolio weight for VIG was 10.90% in 2024 Q1.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2026 Q1, when Family CFO Inc reported 104,268 shares, equal to 10.04% of portfolio, with an estimated market value of $22.4M.

What does the chart on this VIG ownership page compare?

The chart compares Family CFO Inc's quarterly VIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Family CFO Inc time their VIG position?

Based on 13F filing dates vs. subsequent VIG price moves, Family CFO Inc correctly timed 12 out of 17 reported position changes (71%). The annualised alpha on VIG relative to SPY over the holding period was -2.8%.

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