Chapin Davis
VIG icon

Chapin Davis’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Chapin Davis’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 		$231K Sell
989
-39
-4% -$9.37K 0.04% 222
2026
Q2 		$243K Sell
1,028
-477
-32% -$110K 0.04% 219
2026
Q1 		$323K Sell
1,505
-136
-8% -$30.3K 0.07% 195
2025
Q4 		$361K Buy
1,641
+1
+0.1% +$218 0.08% 174
2025
Q3 		$354K Buy
1,640
+1
+0.1% +$210 0.09% 174
2025
Q2 		$335K Hold
1,639
– – 0.09% 170
2025
Q1 		$318K Sell
1,639
-42
-2% -$8.35K 0.11% 157
2024
Q4 		$333K Hold
1,681
– – 0.11% 160
2024
Q3 		$333K Sell
1,681
-307
-15% -$58.5K 0.11% 161
2024
Q2 		$363K Sell
1,988
-309
-13% -$55.6K 0.12% 150
2024
Q1 		$419K Buy
2,297
+373
+19% +$65.5K 0.15% 143
2023
Q4 		$328K Buy
1,924
+8
+0.4% +$1.29K 0.14% 149
2023
Q3 		$298K Buy
1,916
+148
+8% +$24K 0.14% 143
2023
Q2 		$287K Hold
1,768
– – 0.14% 152
2023
Q1 		$272K Buy
1,768
+4
+0.2% +$613 0.14% 160
2022
Q4 		$268K Buy
+1,764
New +$263K 0.16% 151

Other funds holding VIG

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Chapin Davis's VIG Position: Q3 2026 in Review

Chapin Davis reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q3 2026, selling an estimated $9.37K and leaving 989 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #222.

Chapin Davis first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $419K in Q1 2024. 1,461 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Chapin Davis held 989 shares of Vanguard Dividend Appreciation ETF worth $231K as of Q3 2026.
  • Chapin Davis sold 39 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $9.37K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Chapin Davis's portfolio in Q3 2026, its #222 holding.
  • Chapin Davis first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Vanguard Dividend Appreciation ETF position peaked at $419K in Q1 2024.
  • 1,461 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.