GFM
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GEN Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GEN Financial 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
Q2 		$27.4M Buy
115,778
+2,085
+2% +$479K 16.39% 2
2026
Q1 		$24.5M Buy
113,693
+271
+0.2% +$60.4K 15.14% 1
2025
Q4 		$24.9M Buy
113,422
+23,342
+26% +$5.1M 15.7% 1
2025
Q3 		$19.5M Sell
90,080
-10,470
-10% -$2.2M 16.78% 1
2025
Q2 		$20.6M Sell
100,550
-40,501
-29% -$7.85M 16.85% 1
2025
Q1 		$27.4M Sell
141,051
-1,552
-1% -$309K 18.54% 1
2024
Q4 		$27.9M Buy
+142,603
New +$28.5M 18.13% 1

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GEN Financial Management's VIG Position: Q2 2026 in Review

GEN Financial Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q2 2026, buying an estimated $479K and bringing the position to 115,778 shares worth $27.4M. The position accounts for 16.39% of the portfolio, ranked #2.

GEN Financial Management first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.9M in Q4 2024. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • GEN Financial Management held 115,778 shares of Vanguard Dividend Appreciation ETF worth $27.4M as of Q2 2026.
  • GEN Financial Management bought 2,085 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $479K.
  • Vanguard Dividend Appreciation ETF made up 16.39% of GEN Financial Management's portfolio in Q2 2026, its #2 holding.
  • GEN Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • GEN Financial Management's Vanguard Dividend Appreciation ETF position peaked at $27.9M in Q4 2024.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.