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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GeoWealth Management's VIG Position: Q1 2026 in Review

GeoWealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.8% in Q1 2026, buying an estimated $4.24K and bringing the position to 704 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #764.

GeoWealth Management first reported a position in VIG in Q3 2019 and has held it in 17 quarters since. The position peaked at $34.4M in Q4 2021. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

GeoWealth Management held 704 shares of Vanguard Dividend Appreciation ETF worth $151K as of Q1 2026.
GeoWealth Management bought 19 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $4.24K.
Vanguard Dividend Appreciation ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #764 holding.
GeoWealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 17 quarters since.
GeoWealth Management's Vanguard Dividend Appreciation ETF position peaked at $34.4M in Q4 2021.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.