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 Q3	$883K	Buy	3,785 +3	+0.1%	+$721	0.4%	57
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Omni 360 Wealth's VIG Position: Q3 2026 in Review

Omni 360 Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.08% in Q3 2026, buying an estimated $721 and bringing the position to 3,785 shares worth $883K. The position accounts for 0.4% of the portfolio, ranked #57.

Omni 360 Wealth first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $895K in Q2 2026. 360 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Omni 360 Wealth held 3,785 shares of Vanguard Dividend Appreciation ETF worth $883K as of Q3 2026.
Omni 360 Wealth bought 3 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $721.
Vanguard Dividend Appreciation ETF made up 0.4% of Omni 360 Wealth's portfolio in Q3 2026, its #57 holding.
Omni 360 Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
Omni 360 Wealth's Vanguard Dividend Appreciation ETF position peaked at $895K in Q2 2026.
360 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.