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Fort Sheridan Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fort Sheridan 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 		$6M Buy
27,921
+3,606
+15% +$804K 0.73% 32
2025
Q4 		$5.34M Sell
24,315
-84
-0.3% -$18.4K 0.68% 30
2025
Q3 		$5.27M Buy
24,399
+461
+2% +$96.8K 0.69% 31
2025
Q2 		$4.9M Sell
23,938
-553
-2% -$107K 0.7% 30
2025
Q1 		$4.75M Buy
24,491
+691
+3% +$137K 0.72% 26
2024
Q4 		$4.66M Buy
23,800
+220
+0.9% +$43.9K 0.68% 26
2024
Q3 		$4.67M Buy
23,580
+1,043
+5% +$199K 0.71% 28
2024
Q2 		$4.11M Buy
22,537
+4,397
+24% +$791K 0.66% 31
2024
Q1 		$3.31M Buy
18,140
+2,619
+17% +$460K 0.62% 35
2023
Q4 		$2.64M Buy
15,521
+717
+5% +$115K 0.53% 37
2023
Q3 		$2.3M Buy
14,804
+29
+0.2% +$4.7K 0.52% 40
2023
Q2 		$2.4M Buy
14,775
+230
+2% +$36K 0.55% 36
2023
Q1 		$2.24M Buy
14,545
+564
+4% +$86.4K 0.57% 33
2022
Q4 		$2.12M Sell
13,981
-2,346
-14% -$350K 0.69% 29
2022
Q3 		$2.21M Buy
16,327
+215
+1% +$32K 0.74% 27
2022
Q2 		$2.31M Buy
16,112
+51
+0.3% +$7.76K 0.75% 28
2022
Q1 		$2.6M Buy
16,061
+1,739
+12% +$281K 0.76% 27
2021
Q4 		$2.46M Buy
14,322
+399
+3% +$65.8K 0.71% 29
2021
Q3 		$2.14M Buy
13,923
+1,859
+15% +$296K 0.7% 32
2021
Q2 		$1.87M Buy
12,064
+583
+5% +$89.5K 0.62% 34
2021
Q1 		$1.69M Buy
11,481
+8,559
+293% +$1.22M 0.67% 31
2020
Q4 		$413K Sell
2,922
-4
-0.1% -$542 0.2% 71
2020
Q3 		$376K Buy
2,926
+7
+0.2% +$881 0.22% 62
2020
Q2 		$342K Buy
2,919
+392
+16% +$44.6K 0.21% 64
2020
Q1 		$261K Buy
+2,527
New +$302K 0.19% 64

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fort Sheridan Advisors's VIG Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q1 2026, buying an estimated $804K and bringing the position to 27,921 shares worth $6M. The position accounts for 0.73% of the portfolio, ranked #32.

Fort Sheridan Advisors first reported a position in VIG in Q1 2020 and has held it in 25 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Fort Sheridan Advisors held 27,921 shares of Vanguard Dividend Appreciation ETF worth $6M as of Q1 2026.
  • Fort Sheridan Advisors bought 3,606 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $804K.
  • Vanguard Dividend Appreciation ETF made up 0.73% of Fort Sheridan Advisors's portfolio in Q1 2026, its #32 holding.
  • Fort Sheridan Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 25 quarters since.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.