Cheviot Value Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cheviot Value 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	$23.7K	Hold	100	–	–	﹤0.01%	254
2026 Q1	$21.5K	Hold	100	–	–	﹤0.01%	250
2025 Q4	$22.4K	Hold	100	–	–	﹤0.01%	250
2025 Q3	$22K	Hold	100	–	–	﹤0.01%	264
2025 Q2	$20.7K	Hold	100	–	–	﹤0.01%	242
2025 Q1	$19.2K	Buy	+100	New	+$19.9K	﹤0.01%	241
2018 Q4	–	Sell	-4,240	Closed	-$469K	–	70
2018 Q3	$469K	Sell	4,240 -193	-4%	-$20.7K	0.22%	48
2018 Q2	$450K	Buy	4,433 +1,041	+31%	+$106K	0.22%	46
2018 Q1	$343K	Buy	+3,392	New	+$352K	0.18%	45

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

Cheviot Value Management's VIG Position: Q2 2026 in Review

Cheviot Value Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 100 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Cheviot Value Management first reported a position in VIG in Q1 2018 and has held it in 9 quarters since. The position peaked at $469K in Q3 2018. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cheviot Value Management held 100 shares of Vanguard Dividend Appreciation ETF worth $23.7K as of Q2 2026.
Cheviot Value Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #254 holding.
Cheviot Value Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 9 quarters since.
Cheviot Value Management's Vanguard Dividend Appreciation ETF position peaked at $469K in Q3 2018.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.