Blue Chip Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Blue Chip 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 Q1	$4.33M	Buy	20,154 +663	+3%	+$148K	0.31%	45
2025 Q4	$4.28M	Buy	19,491 +2,626	+16%	+$574K	0.31%	46
2025 Q3	$3.64M	Buy	16,865 +471	+3%	+$98.9K	0.27%	45
2025 Q2	$3.36M	Buy	16,394 +78	+0.5%	+$15.1K	0.27%	49
2025 Q1	$3.17M	Sell	16,316 -120	-0.7%	-$23.9K	0.27%	51
2024 Q4	$3.22M	Buy	16,436 +22	+0.1%	+$4.39K	0.28%	50
2024 Q3	$3.25M	Sell	16,414 -536	-3%	-$102K	0.28%	49
2024 Q2	$3.09M	Sell	16,950 -370	-2%	-$66.6K	0.29%	46
2024 Q1	$3.16M	Buy	17,320 +264	+2%	+$46.4K	0.31%	46
2023 Q4	$2.91M	Buy	17,056 +2,537	+17%	+$408K	0.3%	48
2023 Q3	$2.26M	Sell	14,519 -90	-0.6%	-$14.6K	0.27%	46
2023 Q2	$2.37M	Buy	14,609 +1,119	+8%	+$175K	0.27%	54
2023 Q1	$2.08M	Buy	13,490 +34	+0.3%	+$5.21K	0.25%	55
2022 Q4	$2.04M	Buy	13,456 +364	+3%	+$54.3K	0.25%	55
2022 Q3	$1.77M	Sell	13,092 -2,725	-17%	-$406K	0.24%	54
2022 Q2	$2.27M	Buy	15,817 +355	+2%	+$54K	0.29%	54
2022 Q1	$2.51M	Buy	15,462 +221	+1%	+$35.7K	0.31%	54
2021 Q4	$2.62M	Buy	15,241 +305	+2%	+$50.3K	0.33%	49
2021 Q3	$2.29M	Sell	14,936 -338	-2%	-$53.9K	0.32%	45
2021 Q2	$2.36M	Sell	15,274 -289	-2%	-$44.4K	0.34%	45
2021 Q1	$2.29M	Buy	15,563 +154	+1%	+$21.9K	0.35%	44
2020 Q4	$2.17M	Sell	15,409 -436	-3%	-$59.1K	0.34%	49
2020 Q3	$2.04M	Sell	15,845 -800	-5%	-$101K	0.36%	44
2020 Q2	$1.95M	Buy	16,645 +3,999	+32%	+$455K	0.38%	45
2020 Q1	$1.31M	Buy	12,646 +1,188	+10%	+$142K	0.33%	47
2019 Q4	$1.43M	Buy	11,458 +701	+7%	+$84.8K	0.27%	61
2019 Q3	$1.29M	Sell	10,757 -2,922	-21%	-$345K	0.27%	59
2019 Q2	$1.57M	Buy	13,679 +612	+5%	+$68.6K	0.35%	59
2019 Q1	$1.43M	Buy	13,067 +389	+3%	+$41K	0.34%	58
2018 Q4	$1.24M	Buy	12,678 +3,222	+34%	+$336K	0.31%	64
2018 Q3	$1.05M	Sell	9,456 -843	-8%	-$90.6K	0.26%	62
2018 Q2	$1.05M	Buy	10,299 +1,799	+21%	+$183K	0.28%	64
2018 Q1	$859K	Buy	8,500 +50	+0.6%	+$5.18K	0.24%	72
2017 Q4	$862K	Buy	8,450 +1,108	+15%	+$109K	0.25%	69
2017 Q3	$696K	Buy	7,342 +902	+14%	+$84.2K	0.22%	72
2017 Q2	$597K	Buy	6,440 +3,532	+121%	+$324K	0.21%	79
2017 Q1	$262K	Sell	2,908 -360	-11%	-$31.9K	0.1%	103
2016 Q4	$278K	Buy	3,268 +430	+15%	+$36.2K	0.11%	102
2016 Q3	$238K	Buy	2,838 +64	+2%	+$5.42K	0.11%	101
2016 Q2	$231K	Sell	2,774 -539	-16%	-$44K	0.1%	100
2016 Q1	$269K	Buy	3,313 +112	+3%	+$8.59K	0.13%	91
2015 Q4	$249K	Sell	3,201 -318	-9%	-$24.8K	0.13%	90
2015 Q3	$259K	Sell	3,519 -231	-6%	-$17.9K	0.16%	90
2015 Q2	$295K	Sell	3,750 -393	-9%	-$31.8K	0.19%	85
2015 Q1	$333K	Sell	4,143 -784	-16%	-$63.6K	0.23%	77
2014 Q4	$400K	Buy	+4,927	New	+$390K	0.28%	69

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Blue Chip Partners's VIG Position: Q1 2026 in Review

Blue Chip Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.4% in Q1 2026, buying an estimated $148K and bringing the position to 20,154 shares worth $4.33M. The position accounts for 0.31% of the portfolio, ranked #45.

Blue Chip Partners first reported a position in VIG in Q4 2014 and has held it in 46 quarters since. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Blue Chip Partners held 20,154 shares of Vanguard Dividend Appreciation ETF worth $4.33M as of Q1 2026.
Blue Chip Partners bought 663 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $148K.
Vanguard Dividend Appreciation ETF made up 0.31% of Blue Chip Partners's portfolio in Q1 2026, its #45 holding.
Blue Chip Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 46 quarters since.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.