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VIGVIG
Showing 8 of 19 quarters

Position history for AIAllen Investment Management, LLC's holdings in VANGUARD DIVIDEND APPRECIATION ETF ETF

Allen Investment Management, LLC holds 129,983 shares of VIG (VANGUARD DIVIDEND APPRECIATION ETF ETF), worth $30.8M as of 2026-Q2. The position was increased (+11.8% shares). VIG represents 0.4% of Allen Investment Management, LLC's portfolio.

Current Value

$30.8M

Current Shares

129,983

Total Value Change

+$22.2M

Total Shares Change

+86,941

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
129,983
+11.8%
$30.8M0.4%$236.62
39
2026-Q1
Increased
116,251
+10.1%
$25M0.3%$225.18
38
2025-Q4
Increased
105,610
+62.9%
$23.2M0.3%$221.47
50
2025-Q3
Increased
64,848
+31.6%
$14M0.2%$213.73
43
2025-Q2
Increased
49,285
+21.0%
$10.1M0.1%$201.40
40
2025-Q1
Unchanged
40,746
0.0%
$7.9M0.1%$189.59
0
2024-Q4
Decreased
40,746
-5.3%
$8M0.1%$192.48
0
2024-Q3
Unchanged
43,042
0.0%
$8.5M0.1%$193.07
0

Other major holders of VIG: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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