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

Charter 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
Q2 		$2.8M Sell
11,843
-399
-3% -$91.6K 1.24% 9
2026
Q1 		$2.63M Sell
12,242
-32
-0.3% -$7.13K 1.32% 9
2025
Q4 		$2.7M Hold
12,274
– – 1.39% 9
2025
Q3 		$2.65M Buy
12,274
+97
+0.8% +$20.4K 1.43% 9
2025
Q2 		$2.49M Buy
+12,177
New +$2.36M 1.46% 9

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Charter Capital Management's VIG Position: Q2 2026 in Review

Charter Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q2 2026, selling an estimated $91.6K and leaving 11,843 shares worth $2.8M. The position accounts for 1.24% of the portfolio, ranked #9.

Charter Capital Management first reported a position in VIG in Q2 2025 and has held it in 5 quarters since. 1,552 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Charter Capital Management held 11,843 shares of Vanguard Dividend Appreciation ETF worth $2.8M as of Q2 2026.
  • Charter Capital Management sold 399 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $91.6K.
  • Vanguard Dividend Appreciation ETF made up 1.24% of Charter Capital Management's portfolio in Q2 2026, its #9 holding.
  • Charter Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.