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Vanguard Dividend Appreciation ETF shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.3M 13k 182.55
2024-03-31 $2.2M 12k 182.61
2023-12-31 $2.4M 14k 170.40
2023-09-30 $1.9M 12k 155.38
2023-06-30 $2.2M 14k 162.43
2023-03-31 $1.9M 12k 154.01
2022-12-31 $2.2M 14k 151.85
2022-09-30 $1.7M 13k 135.14
2022-06-30 $3.4M 24k 144.83
2022-03-31 $3.6M 22k 162.12
2021-12-31 $16M 93k 171.75
2021-09-30 $3.1M 20k 155.12
2021-06-30 $3.3M 21k 156.71
2021-03-31 $6.3M 41k 153.00
2020-12-31 $3.6M 43k 84.46
2020-09-30 $2.7M 21k 127.12
2020-06-30 $2.6M 23k 114.48
2020-03-31 $2.6M 26k 101.72
2019-12-31 $3.6M 29k 125.07
2019-09-30 $3.0M 25k 118.87
2019-06-30 $1.6M 14k 115.15
2019-03-31 $1.5M 14k 109.61
2018-12-31 $1.3M 14k 96.92
2018-09-30 $1.7M 16k 110.67
2018-06-30 $1.2M 11k 101.55
2018-03-31 $1.3M 13k 100.98
2017-12-31 $1.4M 14k 102.00
2017-09-30 $1.1M 12k 94.74
2017-06-30 $1.1M 11k 92.61
2017-03-31 $827k 9.2k 89.94
2016-12-31 $811k 9.5k 85.14
2016-09-30 $787k 9.4k 83.89
2016-06-30 $923k 11k 83.27
2016-03-31 $931k 11k 81.83

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding Vanguard Dividend Appreciation ETF

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LPL Financial
HB Wealth Management
Raymond James & Associates
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
Envestnet Asset Management
HighTower Advisors
Signature
Bank of New York Mellon

View all funds holding Vanguard Dividend Appreciation ETF