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

Chesley Taft & 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	$225K	Hold	953	–	–	0.01%	357
2026 Q1	$205K	Sell	953 -35	-4%	-$7.8K	0.01%	360
2025 Q4	$217K	Buy	+988	New	+$216K	0.01%	360
2025 Q1	–	Sell	-1,055	Closed	-$207K	–	343
2024 Q4	$207K	Buy	+1,055	New	+$211K	0.01%	321
2018 Q1	–	Sell	-24,343	Closed	-$2.48M	–	283
2017 Q4	$2.48M	Sell	24,343 -777	-3%	-$76.5K	0.21%	104
2017 Q3	$2.38M	Sell	25,120 -59	-0.2%	-$5.5K	0.21%	104
2017 Q2	$2.33M	Buy	25,179 +1,695	+7%	+$155K	0.21%	102
2017 Q1	$2.11M	Buy	23,484 +1,966	+9%	+$174K	0.2%	105
2016 Q4	$1.83M	Buy	+21,518	New	+$1.81M	0.18%	107
2015 Q1	–	Sell	-2,724	Closed	-$221K	–	246
2014 Q4	$221K	Buy	+2,724	New	+$215K	0.02%	231

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chesley Taft & Associates's VIG Position: Q2 2026 in Review

Chesley Taft & Associates held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 953 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #357.

Chesley Taft & Associates first reported a position in VIG in Q4 2014 and has held it in 10 quarters since. The position peaked at $2.48M in Q4 2017. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Chesley Taft & Associates held 953 shares of Vanguard Dividend Appreciation ETF worth $225K as of Q2 2026.
Chesley Taft & Associates left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #357 holding.
Chesley Taft & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 10 quarters since.
Chesley Taft & Associates's Vanguard Dividend Appreciation ETF position peaked at $2.48M in Q4 2017.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.