GEN Financial Management, INC.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2032497
PLYMOUTH, MN
Position in VIG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$24,450,816
-$477,071 QoQ
Shares Held
113,693
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
50.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,450,816 | 113,693 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $24,927,887 | 113,422 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $19,438,363 | 90,080 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $20,579,568 | 100,550 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $27,362,483 | 141,051 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $27,925,945 | 142,603 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||