VANGUARD DIVIDEND APPREC ETF - Security Detail

Security Name:	VANGUARD DIVIDEND APPREC ETF
Ticker:	VIG
Security Type:	OTHER
Exchange:	US
CUSIP:	921908844

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$34.96B	-	2,014	-
2024-09-30	$37.94B	+8.5%	2,051	+1.8%
2024-12-31	$48.93B	+29.0%	1,575	-23.2%

Institution	Value	Shares	% of Portfolio
MOSAIC ADVISORS LLC	$40.9M	208K	48.0%
FRAZIER FINANCIAL ADVISORS, LLC	$36.9M	188K	29.3%
PRODIGY ASSET MANAGEMENT LLC	$27.6M	141K	23.6%
360 FINANCIAL, INC.	$59.8M	305K	21.6%
ARISTON SERVICES GROUP	$22.0M	112K	19.1%
GEN FINANCIAL MANAGEMENT, INC.	$27.9M	142K	18.1%
TRUST POINT INC.	$258.2M	1,318K	17.9%
MCCARTHY ASSET MANAGEMENT, INC.	$24.7M	126K	17.4%
KITCHING PARTNERS, LLC	$13.4M	68K	17.2%
MITTELMAN WEALTH MANAGEMENT	$17.5M	89K	16.2%
GRANITE FO LLC	$25.8M	131K	14.8%
KILTERHOWLING LLC	$25.0M	122K	14.3%
AMARA FINANCIAL, LLC.	$15.4M	78K	14.2%
BUSKA WEALTH MANAGEMENT, LLC	$44.4M	226K	14.2%
PARADIGM CAPITAL MANAGEMENT, LLC/NV	$14.4M	73K	13.4%
PREPARED RETIREMENT INSTITUTE LLC	$23.2M	118K	13.2%
ARLINGTON PARTNERS LLC	$31.6M	161K	12.3%
MOSAIC FINANCIAL GROUP, LLC	$15.3M	78K	11.0%
GRAY WEALTH MANAGEMENT INC.	$29.0M	148K	11.0%
E&G ADVISORS, LP	$40.4M	206K	11.0%
FAMILY CFO INC	$19.5M	99K	10.7%
JOEL ISAACSON & CO., LLC	$235.3M	1,201K	10.6%
STOKES FAMILY OFFICE, LLC	$99.0M	505K	10.6%
INVESTMENT ADVISORY SERVICES INC /TX /ADV	$29.1M	148K	10.3%
MJP ASSOCIATES INC /ADV	$51.6M	263K	9.3%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
THYF	US	T ROWE PRICE US HIGH YIELD	0.154	2	13
UBND	US	VICTORYSHARES CORE PLUS INTE	0.133	2	15
FLV	US	AMERICAN CENTURY FOCUSED LAR	0.120	3	25
COMB	US	GRANITESHARES BCOM BROAD STR	0.100	3	30
VIGI	US	VANGUARD INT DIV APP INDX FD	0.096	35	365
QLTY	US	GMO U.S. QUALITY ETF	0.093	7	75
LOUP	US	INNOVATOR DEEPWATER FRONTIER	0.083	2	24
TCAF	US	T ROWE PRC CAP APPRECIATION	0.072	14	194
SCHD	US	SCHWAB US DVD EQUITY ETF	0.069	86	1246
AAPL	US	APPLE INC	0.068	270	3956
VUG	US	VANGUARD GROWTH ETF	0.067	114	1698
VYM	US	VANGUARD HIGH DVD YIELD ETF	0.066	81	1235
KMI 4.75 03/31/28	NEW YORK	EL PASO ENERGY CAP TRST	0.065	2	31
CMDT	US	PIMCO COMMODITY ACTIVE STRAT	0.065	2	31
VTI	US	VANGUARD TOTAL STOCK MKT ETF	0.064	140	2173
FBND	US	FIDELITY TOTAL BOND ETF	0.064	27	424
KMLM	US	KRANESHARES MT LC MN FT ID S	0.063	3	48
CAPE	US	DOUBLELINE SHILLER CAPE US	0.061	2	33
MOAT	US	VANECK MORNINGSTAR WIDE MOAT	0.059	31	524
JCPB	US	JPMORGAN CORE PLUS BOND ETF	0.059	14	237
FYLD	US	CAMBRIA FOREIGN SHAREHOLDER	0.059	3	51
JEPI	US	JPMORGAN EQUITY PREMIUM INCO	0.059	51	870
MSFT	US	MICROSOFT CORP	0.058	244	4177
SMOT	US	VANECK MORNINGSTAR SMID MOAT	0.058	5	86
BSVO	US	EA BRIDGEWAY OMNI SM-CP VAL	0.058	4	69