Genesis Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Genesis Private Wealth’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	$7.84M	Buy	33,146 +1,150	+4%	+$264K	2.2%	12
2026 Q1	$6.88M	Sell	31,996 -67	-0.2%	-$14.9K	2.17%	13
2025 Q4	$7.05M	Buy	32,063 +1,130	+4%	+$247K	2.19%	11
2025 Q3	$6.68M	Sell	30,933 -536	-2%	-$113K	2.81%	10
2025 Q2	$6.44M	Buy	31,469 +1,224	+4%	+$237K	3.03%	8
2025 Q1	$5.87M	Buy	30,245 +1,348	+5%	+$268K	3.11%	8
2024 Q4	$5.66M	Buy	+28,897	New	+$5.77M	3.12%	8

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Genesis Private Wealth's VIG Position: Q2 2026 in Review

Genesis Private Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.6% in Q2 2026, buying an estimated $264K and bringing the position to 33,146 shares worth $7.84M. The position accounts for 2.2% of the portfolio, ranked #12.

Genesis Private Wealth first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Genesis Private Wealth held 33,146 shares of Vanguard Dividend Appreciation ETF worth $7.84M as of Q2 2026.
Genesis Private Wealth bought 1,150 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $264K.
Vanguard Dividend Appreciation ETF made up 2.2% of Genesis Private Wealth's portfolio in Q2 2026, its #12 holding.
Genesis Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
657 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.