Nikulski Financial, Inc. VIG holdings history
VANGUARD DIVIDEND APPREC ETF · CUSIP 921908844 · CIK 1729847
As of 2026-06-30, Nikulski Financial, Inc. reported 41.37K VIG (shares), valued at $9.79M, or 2.11% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares decreased 0.35%; reported value increased 9.65%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.11% | 41,369 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 2.20% | 41,513 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 4.31% | 81,954 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 5.63% | 103,790 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 5.91% | 105,523 | SEC filing ↗Filed Aug 15, 2025 |
| Q1 2025 | 6.20% | 105,688 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 6.09% | 105,807 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 6.31% | 106,515 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 6.22% | 107,027 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 6.50% | 107,413 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 6.58% | 105,544 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 6.69% | 104,052 | SEC filing ↗Filed Oct 17, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.69% | 104,052 | $16.17M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 17, 2023 |
| Q4 2023 | 6.58% | 105,544 | $17.98M | Shares increased 1.43%; reported value increased 11.24%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 6.50% | 107,413 | $19.61M | Shares increased 1.77%; reported value increased 9.06%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 6.22% | 107,027 | $19.54M | Shares decreased 0.36%; reported value decreased 0.39%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 6.31% | 106,515 | $21.10M | Shares decreased 0.48%; reported value increased 7.98%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 6.09% | 105,807 | $20.72M | Shares decreased 0.66%; reported value decreased 1.78%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 6.20% | 105,688 | $20.50M | Shares decreased 0.11%; reported value decreased 1.05%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 5.91% | 105,523 | $21.60M | Shares decreased 0.16%; reported value increased 5.34%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2025 |
| Q3 2025 | 5.63% | 103,790 | $22.41M | Shares decreased 1.64%; reported value increased 3.74%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 4.31% | 81,954 | $18.01M | Shares decreased 21.04%; reported value decreased 19.61%, and weight changed -1.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 2.20% | 41,513 | $8.93M | Shares decreased 49.35%; reported value decreased 50.43%, and weight changed -2.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 2.11% | 41,369 | $9.79M | Shares decreased 0.35%; reported value increased 9.65%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2026 |
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