First National Bank of Mount Dora’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

First National Bank of Mount Dora’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	$5.3M	Hold	22,386	–	–	1.06%	35
2026 Q1	$4.81M	Hold	22,386	–	–	1.04%	36
2025 Q4	$4.92M	Hold	22,386	–	–	1.08%	35
2025 Q3	$4.83M	Hold	22,386	–	–	1.07%	37
2025 Q2	$4.58M	Buy	22,386 +434	+2%	+$84.1K	1.03%	37
2025 Q1	$4.26M	Sell	21,952 -89	-0.4%	-$17.7K	1.04%	36
2024 Q4	$4.32M	Hold	22,041	–	–	1.01%	39
2024 Q3	$4.37M	Hold	22,041	–	–	0.99%	42
2024 Q2	$4.02M	Hold	22,041	–	–	0.97%	41
2024 Q1	$4.02M	Buy	22,041 +355	+2%	+$62.4K	0.98%	41
2023 Q4	$3.7M	Hold	21,686	–	–	0.98%	40
2023 Q3	$3.37M	Buy	21,686 +885	+4%	+$143K	1%	42
2023 Q2	$3.38M	Sell	20,801 -161	-0.8%	-$25.2K	0.96%	43
2023 Q1	$3.23M	Hold	20,962	–	–	0.98%	44
2022 Q4	$3.18M	Hold	20,962	–	–	1.05%	39
2022 Q3	$2.83M	Hold	20,962	–	–	1%	39
2022 Q2	$3.01M	Buy	20,962 +204	+1%	+$31K	1.03%	37
2022 Q1	$3.37M	Buy	20,758 +181	+0.9%	+$29.2K	1.01%	39
2021 Q4	$3.53M	Hold	20,577	–	–	1.04%	36
2021 Q3	$3.16M	Hold	20,577	–	–	1.04%	37
2021 Q2	$3.19M	Hold	20,577	–	–	1.05%	44
2021 Q1	$3.03M	Buy	20,577 +4,000	+24%	+$569K	1.05%	42
2020 Q4	$2.34M	Buy	16,577 +622	+4%	+$84.3K	0.85%	49
2020 Q3	$2.05M	Hold	15,955	–	–	0.85%	50
2020 Q2	$1.87M	Hold	15,955	–	–	0.85%	50
2020 Q1	$1.65M	Buy	15,955 +3,776	+31%	+$451K	0.87%	44
2019 Q4	$1.52M	Sell	12,179 -268	-2%	-$32.4K	0.64%	50
2019 Q3	$1.49M	Hold	12,447	–	–	0.68%	50
2019 Q2	$1.43M	Hold	12,447	–	–	0.66%	49
2019 Q1	$1.36M	Hold	12,447	–	–	0.6%	51
2018 Q4	$1.22M	Buy	12,447 +2,250	+22%	+$235K	0.61%	51
2018 Q3	$1.13M	Hold	10,197	–	–	0.48%	56
2018 Q2	$1.04M	Hold	10,197	–	–	0.46%	54
2018 Q1	$1.03M	Hold	10,197	–	–	0.47%	53
2017 Q4	$1.04M	Buy	+10,197	New	+$1M	0.46%	54

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

First National Bank of Mount Dora's VIG Position: Q2 2026 in Review

First National Bank of Mount Dora held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 22,386 shares worth $5.3M. The position accounts for 1.06% of the portfolio, ranked #35.

First National Bank of Mount Dora first reported a position in VIG in Q4 2017 and has held it in 35 quarters since. 1,695 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

First National Bank of Mount Dora held 22,386 shares of Vanguard Dividend Appreciation ETF worth $5.3M as of Q2 2026.
First National Bank of Mount Dora left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 1.06% of First National Bank of Mount Dora's portfolio in Q2 2026, its #35 holding.
First National Bank of Mount Dora first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 35 quarters since.
1,695 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.