GeoWealth Management
VIG icon

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
Q3 		$437K Buy
1,875
+1,059
+130% +$254K 0.01% 554
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

GeoWealth Management's VIG Position: Q3 2026 in Review

GeoWealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 130% in Q3 2026, buying an estimated $254K and bringing the position to 1,875 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #554.

GeoWealth Management first reported a position in VIG in Q3 2019 and has held it in 19 quarters since. The position peaked at $34.4M in Q4 2021. 2,141 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • GeoWealth Management held 1,875 shares of Vanguard Dividend Appreciation ETF worth $437K as of Q3 2026.
  • GeoWealth Management bought 1,059 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $254K.
  • Vanguard Dividend Appreciation ETF made up 0.01% of GeoWealth Management's portfolio in Q3 2026, its #554 holding.
  • GeoWealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 19 quarters since.
  • GeoWealth Management's Vanguard Dividend Appreciation ETF position peaked at $34.4M in Q4 2021.
  • 2,141 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.