SEC 13F Intelligence

Vanguard Div Appr Index Fd Adm Cl Shrs

CUSIP 921908828

Vanguard Div Appr Index Fd Adm Cl Shrs has 2 institutional holders in Filings Flow’s 13F database, together reporting 4.2K shares worth $246,716 as of Q1 2026. The largest reported holders are Financial Gravity Companies, Inc., Ethos Financial Group, LLC, and Financial Gravity Asset Management, Inc..

Institutional Holders
2
Q1 2026
Reported Value
$246,716
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’19: 1Q2 ’19Q2 ’21: 1Q2 ’21Q4 ’21: 1Q4 ’21Q4 ’22: 3Q4 ’22Q4 ’25: 2Q4 ’25Q1 ’26: 2Q1 ’26filingsflow.com
Total reported value
Q2 ’19: $206,000Q2 ’19Q2 ’21: $689,000Q2 ’21Q4 ’21: $764,000Q4 ’21Q4 ’22: $492,111Q4 ’22Q4 ’25: $264,514Q4 ’25Q1 ’26: $246,716Q1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Financial Gravity Companies, Inc.$509M AUM0.05%$264,7374.8KQ2 2025OLDER
Ethos Financial Group, LLC$1.4B AUM0.02%$209,3273.6KQ1 2026
Financial Gravity Asset Management, Inc.$562M AUM0.01%$37,389641Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.