3F
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360 Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

360 Financial’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$85.3M Buy
396,679
+16,365
+4% +$3.65M 25.71% 1
2025
Q4 		$83.6M Buy
380,314
+20,710
+6% +$4.52M 25.26% 1
2025
Q3 		$77.6M Buy
359,604
+28,438
+9% +$5.97M 24.96% 1
2025
Q2 		$67.8M Buy
331,166
+11,236
+4% +$2.18M 21.39% 1
2025
Q1 		$62.1M Buy
319,930
+14,441
+5% +$2.87M 22.46% 1
2024
Q4 		$59.8M Buy
305,489
+7,268
+2% +$1.45M 21.63% 1
2024
Q3 		$59.1M Buy
298,221
+3,285
+1% +$625K 21.82% 1
2024
Q2 		$53.8M Sell
294,936
-20,972
-7% -$3.77M 20.35% 1
2024
Q1 		$57.7M Buy
315,908
+12,668
+4% +$2.23M 22.43% 1
2023
Q4 		$51.7M Buy
303,240
+951
+0.3% +$153K 22.8% 1
2023
Q3 		$46.8M Buy
302,289
+2,854
+1% +$463K 29.13% 1
2023
Q2 		$48.6M Sell
299,435
-761
-0.3% -$119K 25.16% 1
2023
Q1 		$46.2M Sell
300,196
-64,194
-18% -$9.83M 24.41% 1
2022
Q4 		$49.3M Hold
364,390
– – 32% 1
2022
Q3 		$49.3M Buy
364,390
+5,017
+1% +$747K 32.08% 1
2022
Q2 		$53.4M Buy
359,373
+5,223
+1% +$795K 32.19% 1
2022
Q1 		$57.7M Buy
354,150
+14,478
+4% +$2.34M 27.84% 1
2021
Q4 		$58.3M Buy
339,672
+8,402
+3% +$1.38M 26.61% 1
2021
Q3 		$50.9M Buy
331,270
+7,888
+2% +$1.26M 26.27% 1
2021
Q2 		$50.1M Buy
323,382
+12,302
+4% +$1.89M 26.01% 1
2021
Q1 		$45.8M Buy
311,080
+11,126
+4% +$1.58M 25.75% 1
2020
Q4 		$42.3M Buy
299,954
+5,239
+2% +$710K 25.17% 1
2020
Q3 		$37.9M Buy
294,715
+91,933
+45% +$11.6M 26.76% 1
2020
Q2 		$24M Buy
202,782
+119,062
+142% +$13.6M 19.93% 1
2020
Q1 		$8.66M Buy
83,720
+9,505
+13% +$1.13M 9.08% 3
2019
Q4 		$9.6M Buy
+74,215
New +$8.98M 7.08% 4

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

360 Financial's VIG Position: Q1 2026 in Review

360 Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.3% in Q1 2026, buying an estimated $3.65M and bringing the position to 396,679 shares worth $85.3M. The position accounts for 25.71% of the portfolio, ranked #1.

360 Financial first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • 360 Financial held 396,679 shares of Vanguard Dividend Appreciation ETF worth $85.3M as of Q1 2026.
  • 360 Financial bought 16,365 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $3.65M.
  • Vanguard Dividend Appreciation ETF made up 25.71% of 360 Financial's portfolio in Q1 2026, its #1 holding.
  • 360 Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.