ORBA Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

ORBA Wealth Advisors’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	$267K	Buy	+1,128	New	+$259K	0.23%	71
2025 Q2	–	Sell	-1,059	Closed	-$205K	–	110
2025 Q1	$205K	Hold	1,059	–	–	0.1%	103
2024 Q4	$207K	Hold	1,059	–	–	0.11%	102
2024 Q3	$210K	Buy	+1,059	New	+$202K	0.11%	101

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

ORBA Wealth Advisors's VIG Position: Q2 2026 in Review

ORBA Wealth Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,128 shares worth $267K. The stake represents 0.23% of the portfolio and ranks #71 among its holdings. This is a return to the name: ORBA Wealth Advisors previously reported a position in VIG as recently as Q1 2025.

ORBA Wealth Advisors first reported a position in VIG in Q3 2024 and has held it in 4 quarters since. 885 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

ORBA Wealth Advisors held 1,128 shares of Vanguard Dividend Appreciation ETF worth $267K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new ORBA Wealth Advisors position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.23% of ORBA Wealth Advisors's portfolio in Q2 2026, its #71 holding.
ORBA Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 4 quarters since.
885 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.