Fort Point Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fort Point Capital Partners’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	$337K	Hold	1,565	–	–	0.04%	174
2025 Q4	$352K	Hold	1,565	–	–	0.04%	179
2025 Q3	$339K	Sell	1,565 -193	-11%	-$40.5K	0.04%	175
2025 Q2	$361K	Buy	1,758 +258	+17%	+$50K	0.03%	260
2025 Q1	$291K	Hold	1,500	–	–	0.03%	268
2024 Q4	$294K	Sell	1,500 -555	-27%	-$111K	0.03%	264
2024 Q3	$407K	Hold	2,055	–	–	0.05%	201
2024 Q2	$375K	Sell	2,055 -260	-11%	-$46.8K	0.05%	227
2024 Q1	$423K	Hold	2,315	–	–	0.06%	213
2023 Q4	$394K	Hold	2,315	–	–	0.06%	205
2023 Q3	$360K	Hold	2,315	–	–	0.05%	183
2023 Q2	$376K	Hold	2,315	–	–	0.05%	191
2023 Q1	$357K	Hold	2,315	–	–	0.05%	199
2022 Q4	$352K	Hold	2,315	–	–	0.05%	188
2022 Q3	$313K	Hold	2,315	–	–	0.05%	200
2022 Q2	$332K	Hold	2,315	–	–	0.05%	210
2022 Q1	$375K	Hold	2,315	–	–	0.05%	207
2021 Q4	$398K	Hold	2,315	–	–	0.05%	193
2021 Q3	$356K	Hold	2,315	–	–	0.05%	178
2021 Q2	$358K	Hold	2,315	–	–	0.07%	125
2021 Q1	$340K	Hold	2,315	–	–	0.07%	120
2020 Q4	$327K	Sell	2,315 -35	-1%	-$4.74K	0.07%	113
2020 Q3	$302K	Buy	2,350 +295	+14%	+$37.1K	0.08%	107
2020 Q2	$241K	Hold	2,055	–	–	0.08%	112
2020 Q1	$212K	Buy	+2,055	New	+$245K	0.09%	96
2017 Q1	–	Sell	-3,446	Closed	-$297K	–	121
2016 Q4	$297K	Sell	3,446 -73	-2%	-$6.14K	0.16%	72
2016 Q3	$295K	Buy	3,519 +73	+2%	+$6.19K	0.13%	100
2016 Q2	$287K	Hold	3,446	–	–	0.14%	88
2016 Q1	$280K	Hold	3,446	–	–	0.14%	85
2015 Q4	$268K	Buy	+3,446	New	+$269K	0.14%	90
2015 Q3	–	Sell	-2,965	Closed	-$236K	–	96
2015 Q2	$236K	Hold	2,965	–	–	0.15%	61
2015 Q1	$239K	Buy	2,965 +312	+12%	+$25.3K	0.16%	54
2014 Q4	$215K	Buy	+2,653	New	+$210K	0.16%	50

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

Fort Point Capital Partners's VIG Position: Q1 2026 in Review

Fort Point Capital Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,565 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #174.

Fort Point Capital Partners first reported a position in VIG in Q4 2014 and has held it in 33 quarters since. The position peaked at $423K in Q1 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Fort Point Capital Partners held 1,565 shares of Vanguard Dividend Appreciation ETF worth $337K as of Q1 2026.
Fort Point Capital Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Fort Point Capital Partners's portfolio in Q1 2026, its #174 holding.
Fort Point Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 33 quarters since.
Fort Point Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $423K in Q1 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.