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

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

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. 2,591 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.
2,591 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.