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Onyx Bridge Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Onyx Bridge Wealth Group’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 		$19M Buy
80,141
+458
+0.6% +$105K 1.71% 9
2026
Q1 		$17.1M Buy
79,683
+6
+0% +$1.34K 1.84% 8
2025
Q4 		$17.5M Buy
79,677
+47
+0.1% +$10.3K 1.86% 8
2025
Q3 		$17.2M Sell
79,630
-217
-0.3% -$45.6K 1.87% 9
2025
Q2 		$16.3M Sell
79,847
-2,171
-3% -$421K 2.16% 7
2025
Q1 		$15.9M Sell
82,018
-332
-0.4% -$66K 2.28% 8
2024
Q4 		$16.1M Buy
82,350
+257
+0.3% +$51.3K 2.32% 7
2024
Q3 		$16.3M Buy
82,093
+308
+0.4% +$58.6K 2.45% 8
2024
Q2 		$14.9M Buy
81,785
+57
+0.1% +$10.3K 2.45% 9
2024
Q1 		$14.4M Buy
81,728
+54
+0.1% +$9.49K 2.58% 8
2023
Q4 		$13.9M Buy
81,674
+1,481
+2% +$238K 2.81% 8
2023
Q3 		$12.5M Buy
80,193
+1,042
+1% +$169K 2.91% 8
2023
Q2 		$12.9M Buy
+79,151
New +$12.4M 3.08% 6
2021
Q2 		– Sell
-2,106
Closed -$310K – 148
2021
Q1 		$310K Buy
+2,106
New +$300K 0.16% 65

Other funds holding VIG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Onyx Bridge Wealth Group's VIG Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.57% in Q2 2026, buying an estimated $105K and bringing the position to 80,141 shares worth $19M. The position accounts for 1.71% of the portfolio, ranked #9.

Onyx Bridge Wealth Group first reported a position in VIG in Q1 2021 and has held it in 14 quarters since. 838 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Onyx Bridge Wealth Group held 80,141 shares of Vanguard Dividend Appreciation ETF worth $19M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 458 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $105K.
  • Vanguard Dividend Appreciation ETF made up 1.71% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #9 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 14 quarters since.
  • 838 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.