VIG — VANGUARD DIVIDEND APPRECIATION ETF

Ownership history in Plotkin Financial Advisors, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Plotkin Financial Advisors, 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
4.85% (2025 Q1)
Avg. % of fund
4.64%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 42,868 -250 -0.6% 4.60% $9.4M $219.78
2025 Q3 ADDED 43,118 +1,666 +4.0% 4.60% $9.3M $214.93
2025 Q2 ADDED 41,452 +759 +1.9% 4.68% $8.5M $203.03
2025 Q1 ADDED 40,693 +350 +0.9% 4.85% $7.9M $191.61
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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