Osbon Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Osbon Capital Management’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 Q1	$312K	Buy	1,452 +1,360	+1,478%	+$303K	0.25%	50
2025 Q4	$20.2K	Buy	+92	New	+$20.1K	0.02%	186
2019 Q2	$458K	Buy	+3,996	New	+$448K	0.49%	31

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Osbon Capital Management's VIG Position: Q1 2026 in Review

Osbon Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1,478% in Q1 2026, buying an estimated $303K and bringing the position to 1,452 shares worth $312K. The position accounts for 0.25% of the portfolio, ranked #50.

Osbon Capital Management first reported a position in VIG in Q2 2019 and has held it in 3 quarters since. The position peaked at $458K in Q2 2019. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Osbon Capital Management held 1,452 shares of Vanguard Dividend Appreciation ETF worth $312K as of Q1 2026.
Osbon Capital Management bought 1,360 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $303K.
Vanguard Dividend Appreciation ETF made up 0.25% of Osbon Capital Management's portfolio in Q1 2026, its #50 holding.
Osbon Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and has held it in 3 quarters since.
Osbon Capital Management's Vanguard Dividend Appreciation ETF position peaked at $458K in Q2 2019.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.