Choate Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Choate Investment Advisors’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 Q1	$10.6M	Sell	49,254 -1,305	-3%	-$291K	0.21%	57
2025 Q4	$11.1M	Hold	50,559	–	–	0.22%	54
2025 Q3	$10.9M	Sell	50,559 -25	-0%	-$5.25K	0.23%	53
2025 Q2	$10.4M	Buy	50,584 +1,132	+2%	+$219K	0.22%	56
2025 Q1	$9.59M	Sell	49,452 -1,337	-3%	-$266K	0.24%	61
2024 Q4	$9.95M	Sell	50,789 -751	-1%	-$150K	0.24%	55
2024 Q3	$10.2M	Sell	51,540 -1,019	-2%	-$194K	0.26%	53
2024 Q2	$9.59M	Buy	52,559 +1,142	+2%	+$206K	0.25%	53
2024 Q1	$9.39M	Buy	51,417 +12,309	+31%	+$2.16M	0.25%	54
2023 Q4	$6.66M	Buy	39,108 +492	+1%	+$79.2K	0.21%	59
2023 Q3	$6M	Buy	38,616 +1,965	+5%	+$319K	0.24%	45
2023 Q2	$5.95M	Buy	36,651 +1,935	+6%	+$303K	0.25%	39
2023 Q1	$5.35M	Buy	34,716 +965	+3%	+$148K	0.26%	37
2022 Q4	$5.13M	Buy	33,751 +4,944	+17%	+$737K	0.31%	38
2022 Q3	$3.89M	Buy	28,807 +5,374	+23%	+$800K	0.26%	38
2022 Q2	$3.36M	Sell	23,433 -500	-2%	-$76.1K	0.2%	50
2022 Q1	$3.88M	Buy	23,933 +5	+0%	+$807	0.21%	44
2021 Q4	$4.11M	Sell	23,928 -1,363	-5%	-$225K	0.24%	40
2021 Q3	$3.88M	Buy	25,291 +1,515	+6%	+$241K	0.25%	39
2021 Q2	$3.68M	Sell	23,776 -90	-0.4%	-$13.8K	0.22%	46
2021 Q1	$3.51M	Buy	23,866 +3,801	+19%	+$541K	0.22%	45
2020 Q4	$2.83M	Sell	20,065 -3,022	-13%	-$410K	0.17%	54
2020 Q3	$2.97M	Buy	23,087 +2,068	+10%	+$260K	0.19%	47
2020 Q2	$2.46M	Sell	21,019 -4,749	-18%	-$541K	0.18%	51
2020 Q1	$2.66M	Buy	25,768 +8,464	+49%	+$1.01M	0.21%	54
2019 Q4	$2.16M	Hold	17,304	–	–	0.13%	77
2019 Q3	$2.07M	Sell	17,304 -265	-2%	-$31.3K	0.13%	79
2019 Q2	$2.02M	Sell	17,569 -1,534	-8%	-$172K	0.12%	80
2019 Q1	$2.09M	Sell	19,103 -3,288	-15%	-$347K	0.12%	78
2018 Q4	$2.19M	Sell	22,391 -1,280	-5%	-$133K	0.14%	66
2018 Q3	$2.62M	Sell	23,671 -5,042	-18%	-$542K	0.14%	59
2018 Q2	$2.92M	Sell	28,713 -7,267	-20%	-$741K	0.17%	65
2018 Q1	$3.64M	Sell	35,980 -3,062	-8%	-$317K	0.19%	59
2017 Q4	$3.98M	Sell	39,042 -4,348	-10%	-$428K	0.2%	61
2017 Q3	$4.11M	Sell	43,390 -3,340	-7%	-$312K	0.22%	59
2017 Q2	$4.33M	Sell	46,730 -8,704	-16%	-$799K	0.24%	52
2017 Q1	$4.99M	Sell	55,434 -3,151	-5%	-$279K	0.29%	42
2016 Q4	$4.99M	Sell	58,585 -10,968	-16%	-$922K	0.32%	36
2016 Q3	$5.84M	Sell	69,553 -3,602	-5%	-$305K	0.38%	30
2016 Q2	$6.09M	Sell	73,155 -40,375	-36%	-$3.3M	0.42%	31
2016 Q1	$9.22M	Sell	113,530 -402,968	-78%	-$30.9M	0.64%	22
2015 Q4	$41.9M	Buy	516,498 +263,266	+104%	+$20.5M	3.05%	8
2015 Q3	$18.7M	Sell	253,232 -73,542	-23%	-$5.7M	1.28%	11
2015 Q2	$25.7M	Sell	326,774 -52,776	-14%	-$4.28M	1.48%	13
2015 Q1	$30.5M	Sell	379,550 -136,948	-27%	-$11.1M	1.73%	12
2014 Q4	$41.9M	Sell	516,498 -169,725	-25%	-$13.4M	2.46%	9
2014 Q3	$52.8M	Sell	686,223 -74,405	-10%	-$5.77M	3.19%	8
2014 Q2	$59.3M	Buy	760,628 +12,138	+2%	+$928K	3.48%	7
2014 Q1	$56.3M	Buy	748,490 +20,174	+3%	+$1.49M	3.49%	7
2013 Q4	$54.8M	Sell	728,316 -46,051	-6%	-$3.35M	3.58%	6
2013 Q3	$53.9M	Sell	774,367 -44,002	-5%	-$3.04M	3.98%	6
2013 Q2	$54.2M	Buy	+818,369	New	+$54.9M	4.34%	6

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Choate Investment Advisors's VIG Position: Q1 2026 in Review

Choate Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q1 2026, selling an estimated $291K and leaving 49,254 shares worth $10.6M. The position accounts for 0.21% of the portfolio, ranked #57.

Choate Investment Advisors first reported a position in VIG in Q2 2013 and has held it in 52 quarters since. The position peaked at $59.3M in Q2 2014. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Choate Investment Advisors held 49,254 shares of Vanguard Dividend Appreciation ETF worth $10.6M as of Q1 2026.
Choate Investment Advisors sold 1,305 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $291K.
Vanguard Dividend Appreciation ETF made up 0.21% of Choate Investment Advisors's portfolio in Q1 2026, its #57 holding.
Choate Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 52 quarters since.
Choate Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $59.3M in Q2 2014.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.