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Chatterton & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Chatterton & Associates’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 		$283K Hold
1,186
– – 0.17% 83
2026
Q1 		$264K Buy
+1,186
New +$264K 0.19% 81

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 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Chatterton & Associates's VIG Position: Q2 2026 in Review

Chatterton & Associates held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,186 shares worth $283K. The position accounts for 0.17% of the portfolio, ranked #83.

Chatterton & Associates first reported a position in VIG in Q1 2026 and has held it in 2 quarters since. 1,756 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Chatterton & Associates held 1,186 shares of Vanguard Dividend Appreciation ETF worth $283K as of Q2 2026.
  • Chatterton & Associates left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.17% of Chatterton & Associates's portfolio in Q2 2026, its #83 holding.
  • Chatterton & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,756 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.