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 Q2	$6.73M	Buy	28,454 +533	+2%	+$122K	0.73%	33
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 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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Fort Sheridan Advisors's VIG Position: Q2 2026 in Review

Fort Sheridan Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q2 2026, buying an estimated $122K and bringing the position to 28,454 shares worth $6.73M. The position accounts for 0.73% of the portfolio, ranked #33.

Fort Sheridan Advisors first reported a position in VIG in Q1 2020 and has held it in 26 quarters since. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Fort Sheridan Advisors held 28,454 shares of Vanguard Dividend Appreciation ETF worth $6.73M as of Q2 2026.
Fort Sheridan Advisors bought 533 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $122K.
Vanguard Dividend Appreciation ETF made up 0.73% of Fort Sheridan Advisors's portfolio in Q2 2026, its #33 holding.
Fort Sheridan Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 26 quarters since.
2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.