CPIG
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Chicago Partners Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Chicago Partners Investment Group’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 		$9.52M Buy
40,106
+1,794
+5% +$412K 0.19% 96
2026
Q1 		$8.7M Sell
38,312
-2,677
-7% -$597K 0.19% 97
2025
Q4 		$9.15M Buy
40,989
+3,400
+9% +$743K 0.23% 84
2025
Q3 		$8.25M Buy
37,589
+1,490
+4% +$313K 0.22% 91
2025
Q2 		$7.52M Buy
36,099
+587
+2% +$114K 0.22% 91
2025
Q1 		$6.82M Buy
35,512
+20,191
+132% +$4.01M 0.23% 95
2024
Q4 		$3M Buy
15,321
+52
+0.3% +$10.4K 0.1% 172
2024
Q3 		$3.03M Sell
15,269
-312
-2% -$59.4K 0.11% 160
2024
Q2 		$2.93M Sell
15,581
-385
-2% -$69.3K 0.11% 154
2024
Q1 		$2.82M Buy
15,966
+210
+1% +$36.9K 0.12% 150
2023
Q4 		$2.72M Sell
15,756
-2,002
-11% -$322K 0.13% 148
2023
Q3 		$2.71M Sell
17,758
-781
-4% -$127K 0.15% 134
2023
Q2 		$3.06M Buy
18,539
+8,906
+92% +$1.39M 0.16% 132
2023
Q1 		$1.51M Sell
9,633
-1,122
-10% -$172K 0.09% 212
2022
Q4 		$1.69M Buy
10,755
+1,392
+15% +$207K 0.1% 188
2022
Q3 		$1.39M Buy
9,363
+3,693
+65% +$550K 0.1% 182
2022
Q2 		$869K Buy
5,670
+1,288
+29% +$196K 0.06% 247
2022
Q1 		$643K Sell
4,382
-263
-6% -$42.4K 0.05% 267
2021
Q4 		$738K Sell
4,645
-777
-14% -$128K 0.05% 272
2021
Q3 		$903K Buy
+5,422
New +$864K 0.06% 241
2018
Q4 		– Sell
-620
Closed -$63K – 899
2018
Q3 		$63K Buy
620
+368
+146% +$39.6K 0.01% 489
2018
Q2 		$26K Buy
+252
New +$25.7K ﹤0.01% 614
2018
Q1 		– Sell
-377
Closed -$38K – 952
2017
Q4 		$38K Hold
377
– – 0.01% 490
2017
Q3 		$36K Buy
+377
New +$35.2K 0.01% 490
2016
Q1 		– Sell
-1,349
Closed -$105K – 485
2015
Q4 		$105K Hold
1,349
– – 0.05% 221
2015
Q3 		$99K Hold
1,349
– – 0.06% 186
2015
Q2 		$106K Buy
+1,349
New +$109K 0.05% 188

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

Chicago Partners Investment Group's VIG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.7% in Q2 2026, buying an estimated $412K and bringing the position to 40,106 shares worth $9.52M. The position accounts for 0.19% of the portfolio, ranked #96.

Chicago Partners Investment Group first reported a position in VIG in Q2 2015 and has held it in 27 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Chicago Partners Investment Group held 40,106 shares of Vanguard Dividend Appreciation ETF worth $9.52M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,794 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $412K.
  • Vanguard Dividend Appreciation ETF made up 0.19% of Chicago Partners Investment Group's portfolio in Q2 2026, its #96 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and has held it in 27 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.