3Chopt Investment Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

3Chopt Investment Partners’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	$910K	Sell	3,846 -28	-0.7%	-$6.43K	0.17%	108
2026 Q1	$833K	Buy	3,874 +15	+0.4%	+$3.34K	0.19%	100
2025 Q4	$848K	Buy	3,859 +57	+1%	+$12.5K	0.19%	100
2025 Q3	$824K	Buy	3,802 +106	+3%	+$22.3K	0.19%	99
2025 Q2	$760K	Buy	3,696 +55	+2%	+$10.7K	0.18%	106
2025 Q1	$706K	Buy	+3,641	New	+$724K	0.19%	110
2024 Q3	–	Sell	-2,943	Closed	-$540K	–	176
2024 Q2	$540K	Buy	+2,943	New	+$530K	0.16%	113
2024 Q1	–	Sell	-2,658	Closed	-$453K	–	159
2023 Q4	$453K	Buy	+2,658	New	+$428K	0.17%	111
2023 Q3	–	Sell	-1,331	Closed	-$217K	–	134
2023 Q2	$217K	Hold	1,331	–	–	0.11%	128
2023 Q1	$205K	Hold	1,331	–	–	0.11%	141
2022 Q4	$202K	Buy	+1,331	New	+$198K	0.11%	132

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

3Chopt Investment Partners's VIG Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.72% in Q2 2026, selling an estimated $6.43K and leaving 3,846 shares worth $910K. The position accounts for 0.17% of the portfolio, ranked #108.

3Chopt Investment Partners first reported a position in VIG in Q4 2022 and has held it in 11 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

3Chopt Investment Partners held 3,846 shares of Vanguard Dividend Appreciation ETF worth $910K as of Q2 2026.
3Chopt Investment Partners sold 28 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $6.43K.
Vanguard Dividend Appreciation ETF made up 0.17% of 3Chopt Investment Partners's portfolio in Q2 2026, its #108 holding.
3Chopt Investment Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 11 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.