GC Wealth Management RIA’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GC Wealth Management RIA’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	$9.79M	Sell	41,364 -2,602	-6%	-$597K	0.56%	33
2026 Q1	$9.46M	Buy	43,966 +3,976	+10%	+$886K	0.39%	35
2025 Q4	$8.79M	Sell	39,990 -14,394	-26%	-$3.14M	0.32%	45
2025 Q3	$11.7M	Buy	54,384 +14,299	+36%	+$3M	0.39%	35
2025 Q2	$8.2M	Sell	40,085 -2,170	-5%	-$421K	0.67%	23
2025 Q1	$8.2M	Sell	42,255 -1,675	-4%	-$333K	1.5%	9
2024 Q4	$8.6M	Sell	43,930 -6,258	-12%	-$1.25M	1.51%	10
2024 Q3	$9.94M	Sell	50,188 -1,210	-2%	-$230K	1.74%	9
2024 Q2	$9.38M	Buy	51,398 +921	+2%	+$166K	1.85%	6
2024 Q1	$9.22M	Buy	50,477 +17,065	+51%	+$3M	1.84%	6
2023 Q4	$5.69M	Buy	+33,412	New	+$5.38M	2.56%	5

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

GC Wealth Management RIA's VIG Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.9% in Q2 2026, selling an estimated $597K and leaving 41,364 shares worth $9.79M. The position accounts for 0.56% of the portfolio, ranked #33.

GC Wealth Management RIA first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.7M in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

GC Wealth Management RIA held 41,364 shares of Vanguard Dividend Appreciation ETF worth $9.79M as of Q2 2026.
GC Wealth Management RIA sold 2,602 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $597K.
Vanguard Dividend Appreciation ETF made up 0.56% of GC Wealth Management RIA's portfolio in Q2 2026, its #33 holding.
GC Wealth Management RIA first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Vanguard Dividend Appreciation ETF position peaked at $11.7M in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.