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Gen-Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gen-Wealth Partners’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 		$411K Sell
1,910
-503
-21% -$112K 0.13% 150
2025
Q4 		$530K Buy
2,413
+34
+1% +$7.43K 0.17% 125
2025
Q3 		$513K Buy
+2,379
New +$500K 0.17% 141

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gen-Wealth Partners's VIG Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 21% in Q1 2026, selling an estimated $112K and leaving 1,910 shares worth $411K. The position accounts for 0.13% of the portfolio, ranked #150.

Gen-Wealth Partners first reported a position in VIG in Q3 2025 and has held it in 3 quarters since. The position peaked at $530K in Q4 2025. 2,521 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Gen-Wealth Partners held 1,910 shares of Vanguard Dividend Appreciation ETF worth $411K as of Q1 2026.
  • Gen-Wealth Partners sold 503 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $112K.
  • Vanguard Dividend Appreciation ETF made up 0.13% of Gen-Wealth Partners's portfolio in Q1 2026, its #150 holding.
  • Gen-Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 3 quarters since.
  • Gen-Wealth Partners's Vanguard Dividend Appreciation ETF position peaked at $530K in Q4 2025.
  • 2,521 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.