Osaic Holdings’s Vanguard Wellington Dividend Growth Active ETF VDIG Stock Holding History

Osaic Holdings’s Portfolio VDIG Stock Details VDIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$170K	Buy	2,979 +2,800	+1,564%	+$169K	﹤0.01%	4275
2025 Q4	$11K	Buy	+179	New	+$10.9K	﹤0.01%	6291

Other funds holding VDIG

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

SWM

Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Osaic Holdings's VDIG Position: Q1 2026 in Review

Osaic Holdings increased its Vanguard Wellington Dividend Growth Active ETF (VDIG) stake by 1,564% in Q1 2026, buying an estimated $169K and bringing the position to 2,979 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #4275.

Osaic Holdings first reported a position in VDIG in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold VDIG as of Q1 2026.

Osaic Holdings held 2,979 shares of Vanguard Wellington Dividend Growth Active ETF worth $170K as of Q1 2026.
Osaic Holdings bought 2,800 Vanguard Wellington Dividend Growth Active ETF shares in Q1 2026, an estimated $169K.
Vanguard Wellington Dividend Growth Active ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4275 holding.
Osaic Holdings first reported a position in Vanguard Wellington Dividend Growth Active ETF in Q4 2025 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Vanguard Wellington Dividend Growth Active ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.