Fortis Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fortis 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	$5.03M	Sell	23,388 -2,102	-8%	-$469K	2.52%	12
2025 Q4	$5.6M	Sell	25,490 -477	-2%	-$104K	3.04%	11
2025 Q3	$5.6M	Sell	25,967 -2,846	-10%	-$598K	3.15%	9
2025 Q2	$5.9M	Sell	28,813 -103	-0.4%	-$20K	3.78%	5
2025 Q1	$5.61M	Buy	28,916 +62	+0.2%	+$12.3K	3.66%	6
2024 Q4	$5.65M	Buy	28,854 +416	+1%	+$83.1K	3.71%	5
2024 Q3	$5.63M	Buy	28,438 +7,443	+35%	+$1.42M	3.65%	6
2024 Q2	$3.83M	Sell	20,995 -142	-0.7%	-$25.6K	2.7%	11
2024 Q1	$3.86M	Buy	21,137 +75	+0.4%	+$13.2K	2.58%	11
2023 Q4	$3.59M	Buy	21,062 +175	+0.8%	+$28.2K	2.56%	11
2023 Q3	$3.25M	Sell	20,887 -17,712	-46%	-$2.87M	2.44%	13
2023 Q2	$6.27M	Buy	38,599 +976	+3%	+$153K	4.48%	6
2023 Q1	$5.79M	Buy	37,623 +522	+1%	+$80K	3.79%	7
2022 Q4	$5.63M	Buy	37,101 +188	+0.5%	+$28K	4.29%	7
2022 Q3	$4.99M	Buy	36,913 +7,702	+26%	+$1.15M	3.56%	8
2022 Q2	$4.19M	Buy	+29,211	New	+$4.45M	2.78%	14
2021 Q2	–	Sell	-192	Closed	-$28K	–	280
2021 Q1	$28K	Buy	+192	New	+$27.3K	0.02%	164
2020 Q3	–	Sell	-177	Closed	-$21K	–	186
2020 Q2	$21K	Sell	177 -513	-74%	-$58.4K	0.02%	138
2020 Q1	$71K	Buy	690 +177	+35%	+$21.1K	0.05%	164
2019 Q4	$64K	Buy	513 +2	+0.4%	+$242	0.04%	196
2019 Q3	$61K	Buy	511 +3	+0.6%	+$354	0.03%	201
2019 Q2	$59K	Buy	508 +4	+0.8%	+$449	0.03%	217
2019 Q1	$55K	Hold	504	–	–	0.03%	210
2018 Q4	$49K	Buy	504 +5	+1%	+$521	0.03%	215
2018 Q3	$55K	Buy	499 +3	+0.6%	+$322	0.03%	196
2018 Q2	$50K	Hold	496	–	–	0.03%	205
2018 Q1	$50K	Sell	496 -1,425	-74%	-$148K	0.03%	180
2017 Q4	$196K	Buy	1,921 +1,425	+287%	+$140K	0.12%	70
2017 Q3	$47K	Buy	+496	New	+$46.3K	0.03%	174

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

Fortis Advisors's VIG Position: Q1 2026 in Review

Fortis Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.2% in Q1 2026, selling an estimated $469K and leaving 23,388 shares worth $5.03M. The position accounts for 2.52% of the portfolio, ranked #12.

Fortis Advisors first reported a position in VIG in Q3 2017 and has held it in 29 quarters since. The position peaked at $6.27M in Q2 2023. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Fortis Advisors held 23,388 shares of Vanguard Dividend Appreciation ETF worth $5.03M as of Q1 2026.
Fortis Advisors sold 2,102 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $469K.
Vanguard Dividend Appreciation ETF made up 2.52% of Fortis Advisors's portfolio in Q1 2026, its #12 holding.
Fortis Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and has held it in 29 quarters since.
Fortis Advisors's Vanguard Dividend Appreciation ETF position peaked at $6.27M in Q2 2023.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.