Checchi Capital Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Checchi Capital Advisers’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	$359K	Sell	1,516 -155	-9%	-$35.6K	0.02%	435
2026 Q1	$359K	Hold	1,671	–	–	0.02%	423
2025 Q4	$367K	Buy	1,671 +264	+19%	+$57.7K	0.02%	391
2025 Q3	$304K	Hold	1,407	–	–	0.02%	435
2025 Q2	$288K	Hold	1,407	–	–	0.02%	463
2025 Q1	$273K	Hold	1,407	–	–	0.01%	481
2024 Q4	$276K	Hold	1,407	–	–	0.02%	461
2024 Q3	$279K	Hold	1,407	–	–	0.02%	461
2024 Q2	$257K	Hold	1,407	–	–	0.01%	477
2024 Q1	$257K	Hold	1,407	–	–	0.02%	476
2023 Q4	$240K	Hold	1,407	–	–	0.02%	482
2023 Q3	$219K	Hold	1,407	–	–	0.02%	477
2023 Q2	$229K	Hold	1,407	–	–	0.02%	499
2023 Q1	$217K	Hold	1,407	–	–	0.02%	512
2022 Q4	$214K	Buy	+1,407	New	+$210K	0.02%	503
2017 Q4	–	Sell	-7,700	Closed	-$730K	–	434
2017 Q3	$730K	Buy	+7,700	New	+$718K	0.07%	123

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Checchi Capital Advisers's VIG Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9.3% in Q2 2026, selling an estimated $35.6K and leaving 1,516 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #435.

Checchi Capital Advisers first reported a position in VIG in Q3 2017 and has held it in 16 quarters since. The position peaked at $730K in Q3 2017. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Checchi Capital Advisers held 1,516 shares of Vanguard Dividend Appreciation ETF worth $359K as of Q2 2026.
Checchi Capital Advisers sold 155 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $35.6K.
Vanguard Dividend Appreciation ETF made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #435 holding.
Checchi Capital Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and has held it in 16 quarters since.
Checchi Capital Advisers's Vanguard Dividend Appreciation ETF position peaked at $730K in Q3 2017.
1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.