Chokshi & Queen Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Chokshi & Queen Wealth 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	$376K	Buy	+1,748	New	+$390K	0.2%	41
2025 Q4	–	Sell	-1,832	Closed	-$395K	–	63
2025 Q3	$395K	Hold	1,832	–	–	0.21%	41
2025 Q2	$375K	Sell	1,832 -21	-1%	-$4.07K	0.21%	38
2025 Q1	$359K	Hold	1,853	–	–	0.22%	38
2024 Q4	$363K	Buy	+1,853	New	+$370K	0.23%	34

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

Chokshi & Queen Wealth Advisors's VIG Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2026: 1,748 shares worth $376K. The stake represents 0.2% of the portfolio and ranks #41 among its holdings. This is a return to the name: Chokshi & Queen Wealth Advisors previously reported a position in VIG as recently as Q3 2025.

Chokshi & Queen Wealth Advisors first reported a position in VIG in Q4 2024 and has held it in 5 quarters since. The position peaked at $395K in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Chokshi & Queen Wealth Advisors held 1,748 shares of Vanguard Dividend Appreciation ETF worth $376K as of Q1 2026.
Vanguard Dividend Appreciation ETF was a new Chokshi & Queen Wealth Advisors position in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.2% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Chokshi & Queen Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 5 quarters since.
Chokshi & Queen Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $395K in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.