GK Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GK Wealth 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	$2.32M	Buy	+9,808	New	+$2.25M	1.22%	18
2026 Q1	–	Sell	-11,373	Closed	-$2.5M	–	210
2025 Q4	$2.5M	Buy	11,373 +1,506	+15%	+$329K	1.66%	12
2025 Q3	$2.13M	Buy	9,867 +1,713	+21%	+$360K	1.56%	14
2025 Q2	$1.67M	Buy	8,154 +463	+6%	+$89.7K	1.5%	16
2025 Q1	$1.49M	Buy	7,691 +2,965	+63%	+$590K	1.7%	12
2024 Q4	$925K	Buy	+4,726	New	+$944K	1.17%	20

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

GK Wealth Management's VIG Position: Q2 2026 in Review

GK Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 9,808 shares worth $2.32M. The stake represents 1.22% of the portfolio and ranks #18 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in VIG as recently as Q4 2025.

GK Wealth Management first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.5M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

GK Wealth Management held 9,808 shares of Vanguard Dividend Appreciation ETF worth $2.32M as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new GK Wealth Management position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 1.22% of GK Wealth Management's portfolio in Q2 2026, its #18 holding.
GK Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
GK Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.5M in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.