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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
2024-03-31 $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

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
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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Vanguard Group
Wealthfront Advisers
UBS Group
LPL Financial
HB Wealth Management
Royal Bank of Canada
Raymond James & Associates
Jpmorgan Chase & Co
Commonwealth Equity Services
Ameriprise Financial
HighTower Advisors
Bank of New York Mellon

View all funds holding Vanguard Dividend Appreciation ETF