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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Chapin Davis's VIG Position: Q2 2026 in Review

Chapin Davis reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 32% in Q2 2026, selling an estimated $110K and leaving 1,028 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #219.

Chapin Davis first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $419K in Q1 2024. 492 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Chapin Davis held 1,028 shares of Vanguard Dividend Appreciation ETF worth $243K as of Q2 2026.
  • Chapin Davis sold 477 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $110K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Chapin Davis's portfolio in Q2 2026, its #219 holding.
  • Chapin Davis first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • Chapin Davis's Vanguard Dividend Appreciation ETF position peaked at $419K in Q1 2024.
  • 492 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.