OMNI 360 Wealth, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2010436
Plainsboro, NJ
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$812,281
-$14,531 QoQ
Shares Held
3,777
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $812,281 | 3,777 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $826,812 | 3,762 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $802,091 | 3,717 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $637,751 | 3,116 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $547,439 | 2,822 | Shares | Sole | 2025-10-27 | |
| 2024-12-31 | $621,956 | 3,176 | Shares | Sole | 2025-10-27 | |
| 2024-09-30 | $676,771 | 3,417 | Shares | Sole | 2025-10-27 | |
| 2024-06-30 | $624,138 | 3,419 | Shares | Sole | 2025-10-27 | |
| 2024-03-31 | $646,256 | 3,539 | Shares | Sole | 2025-10-27 | |
| 2023-12-31 | $585,324 | 3,435 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||