GeoWealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GeoWealth 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	$193K	Buy	816 +112	+16%	+$25.7K	0.01%	786
2026 Q1	$151K	Buy	704 +19	+3%	+$4.24K	0.01%	764
2025 Q4	$150K	Buy	685 +52	+8%	+$11.4K	0.01%	699
2025 Q3	$137K	Sell	633 -104	-14%	-$21.8K	0.01%	716
2025 Q2	$151K	Buy	737 +63	+9%	+$12.2K	0.01%	721
2025 Q1	$131K	Sell	674 -1,948	-74%	-$387K	0.01%	745
2024 Q4	$514K	Sell	2,622 -1,544	-37%	-$308K	0.02%	459
2024 Q3	$825K	Buy	4,166 +1,892	+83%	+$360K	0.03%	351
2024 Q2	$415K	Buy	2,274 +1,409	+163%	+$254K	0.02%	479
2024 Q1	$158K	Sell	865 -2,288	-73%	-$402K	0.01%	727
2023 Q4	$537K	Sell	3,153 -33,725	-91%	-$5.43M	0.04%	320
2023 Q3	$5.73M	Buy	36,878 +35,343	+2,302%	+$5.73M	0.65%	39
2023 Q2	$249K	Buy	+1,535	New	+$240K	0.03%	231
2022 Q2	–	Sell	-56,889	Closed	-$9.22M	–	402
2022 Q1	$9.22M	Sell	56,889 -143,486	-72%	-$23.1M	0.81%	34
2021 Q4	$34.4M	Buy	200,375 +133,381	+199%	+$22M	2.81%	6
2021 Q3	$10.3M	Buy	+66,994	New	+$10.7M	0.85%	33
2020 Q4	–	Sell	-1,183	Closed	-$151K	–	223
2020 Q3	$151K	Buy	+1,183	New	+$149K	0.05%	151
2019 Q4	–	Sell	-4,047	Closed	-$484K	–	217
2019 Q3	$484K	Buy	+4,047	New	+$477K	0.11%	102

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

GeoWealth Management's VIG Position: Q2 2026 in Review

GeoWealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 16% in Q2 2026, buying an estimated $25.7K and bringing the position to 816 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #786.

GeoWealth Management first reported a position in VIG in Q3 2019 and has held it in 18 quarters since. The position peaked at $34.4M in Q4 2021. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

GeoWealth Management held 816 shares of Vanguard Dividend Appreciation ETF worth $193K as of Q2 2026.
GeoWealth Management bought 112 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $25.7K.
Vanguard Dividend Appreciation ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #786 holding.
GeoWealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 18 quarters since.
GeoWealth Management's Vanguard Dividend Appreciation ETF position peaked at $34.4M in Q4 2021.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.