Omni 360 Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Omni 360 Wealth’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 Q2	$895K	Buy	3,782 +5	+0.1%	+$1.15K	0.41%	55
2026 Q1	$812K	Buy	3,777 +15	+0.4%	+$3.34K	0.42%	54
2025 Q4	$845K	Buy	3,762 +45	+1%	+$9.83K	0.43%	54
2025 Q3	$802K	Buy	3,717 +601	+19%	+$126K	0.45%	54
2025 Q2	$638K	Buy	3,116 +294	+10%	+$57K	0.4%	59
2025 Q1	$547K	Sell	2,822 -354	-11%	-$70.4K	0.37%	58
2024 Q4	$622K	Sell	3,176 -241	-7%	-$48.1K	0.41%	58
2024 Q3	$677K	Sell	3,417 -2	-0.1%	-$381	0.46%	58
2024 Q2	$624K	Sell	3,419 -120	-3%	-$21.6K	0.47%	54
2024 Q1	$646K	Buy	3,539 +104	+3%	+$18.3K	0.53%	48
2023 Q4	$585K	Buy	+3,435	New	+$553K	0.55%	51

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Omni 360 Wealth's VIG Position: Q2 2026 in Review

Omni 360 Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.13% in Q2 2026, buying an estimated $1.15K and bringing the position to 3,782 shares worth $895K. The position accounts for 0.41% of the portfolio, ranked #55.

Omni 360 Wealth first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Omni 360 Wealth held 3,782 shares of Vanguard Dividend Appreciation ETF worth $895K as of Q2 2026.
Omni 360 Wealth bought 5 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Dividend Appreciation ETF made up 0.41% of Omni 360 Wealth's portfolio in Q2 2026, its #55 holding.
Omni 360 Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.