Stuart Chaussee & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stuart Chaussee & Associates’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
2025 Q4	–	Sell	-410	Closed	-$88.5K	–	144
2025 Q3	$88.5K	Hold	410	–	–	0.02%	68
2025 Q2	$83.9K	Hold	410	–	–	0.02%	67
2025 Q1	$79.5K	Hold	410	–	–	0.02%	63
2024 Q4	$80.3K	Hold	410	–	–	0.02%	61
2024 Q3	$81.2K	Hold	410	–	–	0.02%	52
2024 Q2	$74.8K	Hold	410	–	–	0.02%	53
2024 Q1	$74.9K	Hold	410	–	–	0.02%	50
2023 Q4	$69.9K	Hold	410	–	–	0.02%	51
2023 Q3	$63.7K	Hold	410	–	–	0.02%	40
2023 Q2	$66.6K	Buy	+410	New	+$64.2K	0.02%	40
2023 Q1	–	Sell	-12	Closed	-$1.82K	–	152
2022 Q4	$1.82K	Buy	+12	New	+$1.79K	﹤0.01%	145
2021 Q2	–	Sell	-3,497	Closed	-$514K	–	237
2021 Q1	$514K	Buy	+3,497	New	+$497K	0.2%	17
2020 Q1	–	Sell	-124,443	Closed	-$15.5M	–	129
2019 Q4	$15.5M	Buy	124,443 +12,295	+11%	+$1.49M	8.78%	3
2019 Q3	$13.4M	Sell	112,148 -217,877	-66%	-$25.7M	8.06%	2
2019 Q2	$38M	Sell	330,025 -2,573	-0.8%	-$289K	23.53%	2
2019 Q1	$36.5M	Buy	332,598 +43,978	+15%	+$4.64M	23.52%	2
2018 Q4	$28.3M	Buy	288,620 +285,008	+7,891%	+$29.7M	21.54%	3
2018 Q3	$400K	Hold	3,612	–	–	0.25%	13
2018 Q2	$367K	Buy	+3,612	New	+$368K	0.25%	15

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stuart Chaussee & Associates's VIG Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 410 shares — an estimated $88.5K sold.

Stuart Chaussee & Associates first reported a position in VIG in Q2 2018 and held it in 19 quarters. The position peaked at $38M in Q2 2019. 2,529 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 410 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $88.5K.
Stuart Chaussee & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and held it in 19 quarters.
Stuart Chaussee & Associates's Vanguard Dividend Appreciation ETF position peaked at $38M in Q2 2019.
2,529 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.