GEN Financial Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

GEN Financial Management’s Portfolio VIGI Stock Details VIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19M	Buy	203,882 +1,090	+0.5%	+$101K	11.39%	3
2026 Q1	$17.9M	Buy	202,792 +4,501	+2%	+$415K	11.11%	3
2025 Q4	$18.1M	Sell	198,291 -2,999	-1%	-$271K	11.42%	3
2025 Q3	$18M	Sell	201,290 -21,269	-10%	-$1.9M	15.54%	3
2025 Q2	$20.1M	Sell	222,559 -93,112	-29%	-$8.04M	16.4%	2
2025 Q1	$26.2M	Sell	315,671 -4,206	-1%	-$350K	17.74%	2
2024 Q4	$25.6M	Buy	+319,877	New	+$26.9M	16.61%	3

Other funds holding VIGI

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

GEN Financial Management increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 0.54% in Q2 2026, buying an estimated $101K and bringing the position to 203,882 shares worth $19M. The position accounts for 11.39% of the portfolio, ranked #3.

GEN Financial Management first reported a position in VIGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.2M in Q1 2025. 608 funds tracked by Wall St. Rank hold VIGI as of Q2 2026.

GEN Financial Management held 203,882 shares of Vanguard International Dividend Appreciation ETF worth $19M as of Q2 2026.
GEN Financial Management bought 1,090 Vanguard International Dividend Appreciation ETF shares in Q2 2026, an estimated $101K.
Vanguard International Dividend Appreciation ETF made up 11.39% of GEN Financial Management's portfolio in Q2 2026, its #3 holding.
GEN Financial Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
GEN Financial Management's Vanguard International Dividend Appreciation ETF position peaked at $26.2M in Q1 2025.
608 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2026.

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