CWM
VIG icon

Chemistry Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Chemistry Wealth 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 		$490K Buy
2,069
+38
+2% +$8.73K 0.08% 134
2026
Q1 		$437K Buy
+2,031
New +$453K 0.08% 135

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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Chemistry Wealth Management's VIG Position: Q2 2026 in Review

Chemistry Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q2 2026, buying an estimated $8.73K and bringing the position to 2,069 shares worth $490K. The position accounts for 0.08% of the portfolio, ranked #134.

Chemistry Wealth Management first reported a position in VIG in Q1 2026 and has held it in 2 quarters since. 1,473 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Chemistry Wealth Management held 2,069 shares of Vanguard Dividend Appreciation ETF worth $490K as of Q2 2026.
  • Chemistry Wealth Management bought 38 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.73K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Chemistry Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Chemistry Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,473 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.