Chevy Chase Trust
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Chevy Chase Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Chevy Chase Trust’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 		$532K Hold
2,250
– – ﹤0.01% 602
2026
Q1 		$484K Sell
2,250
-75
-3% -$16.7K ﹤0.01% 601
2025
Q4 		$511K Hold
2,325
– – ﹤0.01% 596
2025
Q3 		$502K Sell
2,325
-250
-10% -$52.5K ﹤0.01% 591
2025
Q2 		$527K Buy
2,575
+200
+8% +$38.8K ﹤0.01% 590
2025
Q1 		$461K Buy
2,375
+50
+2% +$9.94K ﹤0.01% 597
2024
Q4 		$455K Hold
2,325
– – ﹤0.01% 597
2024
Q3 		$460K Sell
2,325
-10
-0.4% -$1.9K ﹤0.01% 587
2024
Q2 		$426K Hold
2,335
– – ﹤0.01% 582
2024
Q1 		$426K Sell
2,335
-491
-17% -$86.3K ﹤0.01% 581
2023
Q4 		$482K Sell
2,826
-75
-3% -$12.1K ﹤0.01% 585
2023
Q3 		$451K Hold
2,901
– – ﹤0.01% 580
2023
Q2 		$471K Sell
2,901
-708
-20% -$111K ﹤0.01% 583
2023
Q1 		$556K Sell
3,609
-1,816
-33% -$278K ﹤0.01% 581
2022
Q4 		$824K Buy
5,425
+2,577
+90% +$384K ﹤0.01% 588
2022
Q3 		$385K Hold
2,848
– – ﹤0.01% 594
2022
Q2 		$409K Hold
2,848
– – ﹤0.01% 592
2022
Q1 		$462K Sell
2,848
-447
-14% -$72.1K ﹤0.01% 598
2021
Q4 		$566K Sell
3,295
-2,223
-40% -$366K ﹤0.01% 611
2021
Q3 		$848K Buy
5,518
+2,671
+94% +$426K ﹤0.01% 583
2021
Q2 		$441K Sell
2,847
-60
-2% -$9.21K ﹤0.01% 610
2021
Q1 		$428K Sell
2,907
-385
-12% -$54.8K ﹤0.01% 610
2020
Q4 		$465K Sell
3,292
-700
-18% -$94.9K ﹤0.01% 603
2020
Q3 		$514K Hold
3,992
– – ﹤0.01% 590
2020
Q2 		$468K Hold
3,992
– – ﹤0.01% 591
2020
Q1 		$413K Sell
3,992
-25
-0.6% -$2.98K ﹤0.01% 581
2019
Q4 		$501K Hold
4,017
– – ﹤0.01% 611
2019
Q3 		$481K Hold
4,017
– – ﹤0.01% 594
2019
Q2 		$463K Hold
4,017
– – ﹤0.01% 603
2019
Q1 		$457K Sell
4,017
-1,434
-26% -$151K ﹤0.01% 606
2018
Q4 		$534K Buy
5,451
+838
+18% +$87.4K ﹤0.01% 607
2018
Q3 		$511K Sell
4,613
-1,081
-19% -$116K ﹤0.01% 587
2018
Q2 		$578K Buy
5,694
+936
+20% +$95.4K ﹤0.01% 585
2018
Q1 		$481K Sell
4,758
-8,709
-65% -$903K ﹤0.01% 591
2017
Q4 		$1.36M Buy
13,467
+44
+0.3% +$4.33K 0.01% 563
2017
Q3 		$1.27M Buy
13,423
+7,300
+119% +$681K 0.01% 563
2017
Q2 		$567K Hold
6,123
– – ﹤0.01% 583
2017
Q1 		$546K Buy
6,123
+348
+6% +$30.8K ﹤0.01% 580
2016
Q4 		$492K Buy
5,775
+2
+0% +$168 ﹤0.01% 586
2016
Q3 		$485K Sell
5,773
-1,000
-15% -$84.8K ﹤0.01% 579
2016
Q2 		$564K Sell
6,773
-1,325
-16% -$108K ﹤0.01% 572
2016
Q1 		$658K Sell
8,098
-2,052
-20% -$157K ﹤0.01% 562
2015
Q4 		$789K Buy
10,150
+635
+7% +$49.6K ﹤0.01% 564
2015
Q3 		$702K Sell
9,515
-3,034
-24% -$235K ﹤0.01% 574
2015
Q2 		$986K Sell
12,549
-1,450
-10% -$118K 0.01% 561
2015
Q1 		$1.13M Sell
13,999
-1,210
-8% -$98.2K 0.01% 566
2014
Q4 		$1.23M Buy
15,209
+35
+0.2% +$2.77K 0.01% 567
2014
Q3 		$1.17M Sell
15,174
-4,165
-22% -$323K 0.01% 565
2014
Q2 		$1.51M Sell
19,339
-242
-1% -$18.5K 0.01% 557
2014
Q1 		$1.47M Buy
19,581
+964
+5% +$71.2K 0.01% 554
2013
Q4 		$1.4M Buy
18,617
+515
+3% +$37.5K 0.01% 551
2013
Q3 		$1.26M Buy
18,102
+8,347
+86% +$577K 0.01% 559
2013
Q2 		$646K Buy
+9,755
New +$655K 0.01% 579

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust's VIG Position: Q2 2026 in Review

Chevy Chase Trust held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,250 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Chevy Chase Trust first reported a position in VIG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.51M in Q2 2014. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Chevy Chase Trust held 2,250 shares of Vanguard Dividend Appreciation ETF worth $532K as of Q2 2026.
  • Chevy Chase Trust left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #602 holding.
  • Chevy Chase Trust first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 53 quarters since.
  • Chevy Chase Trust's Vanguard Dividend Appreciation ETF position peaked at $1.51M in Q2 2014.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.