Chaney Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Chaney Capital Management’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 Q3	$246K	Sell	1,055 -1,000	-49%	-$240K	0.07%	40
2026 Q2	$486K	Hold	2,055	–	–	0.15%	28
2026 Q1	$442K	Hold	2,055	–	–	0.16%	27
2025 Q4	$452K	Sell	2,055 -100	-5%	-$21.8K	0.16%	27
2025 Q3	$465K	Hold	2,155	–	–	0.16%	25
2025 Q2	$441K	Hold	2,155	–	–	0.17%	23
2025 Q1	$418K	Sell	2,155 -110	-5%	-$21.9K	0.19%	24
2024 Q4	$444K	Hold	2,265	–	–	0.21%	25
2024 Q3	$449K	Sell	2,265 -60	-3%	-$11.4K	0.25%	23
2024 Q2	$424K	Hold	2,325	–	–	0.28%	24
2024 Q1	$425K	Sell	2,325 -165	-7%	-$29K	0.34%	21
2023 Q4	$424K	Buy	+2,490	New	+$401K	0.38%	19

Other funds holding VIG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Chaney Capital Management's VIG Position: Q3 2026 in Review

Chaney Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 49% in Q3 2026, selling an estimated $240K and leaving 1,055 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #40.

Chaney Capital Management first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $486K in Q2 2026. 2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Chaney Capital Management held 1,055 shares of Vanguard Dividend Appreciation ETF worth $246K as of Q3 2026.
Chaney Capital Management sold 1,000 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $240K.
Vanguard Dividend Appreciation ETF made up 0.07% of Chaney Capital Management's portfolio in Q3 2026, its #40 holding.
Chaney Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
Chaney Capital Management's Vanguard Dividend Appreciation ETF position peaked at $486K in Q2 2026.
2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Chaney Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.