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

Fortis Capital 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	$2.13M	Buy	8,997 +15	+0.2%	+$3.44K	0.24%	72
2026 Q1	$1.93M	Buy	8,982 +1,483	+20%	+$331K	0.25%	62
2025 Q4	$1.65M	Sell	7,499 -66	-0.9%	-$14.4K	0.24%	60
2025 Q3	$1.63M	Buy	7,565 +466	+7%	+$97.9K	0.26%	57
2025 Q2	$1.45M	Buy	7,099 +254	+4%	+$49.2K	0.26%	60
2025 Q1	$1.33M	Buy	6,845 +629	+10%	+$125K	0.27%	58
2024 Q4	$1.22M	Hold	6,216	–	–	0.42%	50
2024 Q3	$1.23M	Buy	6,216 +66	+1%	+$12.6K	0.41%	48
2024 Q2	$1.12M	Hold	6,150	–	–	0.41%	45
2024 Q1	$1.12M	Sell	6,150 -47	-0.8%	-$8.26K	0.47%	38
2023 Q4	$1.06M	Sell	6,197 -311	-5%	-$50K	0.56%	29
2023 Q3	$1.01M	Sell	6,508 -1,114	-15%	-$181K	0.65%	31
2023 Q2	$1.24M	Sell	7,622 -74	-1%	-$11.6K	0.73%	29
2023 Q1	$1.19M	Sell	7,696 -1,873	-20%	-$287K	0.63%	29
2022 Q4	$1.45M	Buy	+9,569	New	+$1.43M	0.86%	20

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

Fortis Capital Advisors's VIG Position: Q2 2026 in Review

Fortis Capital Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.17% in Q2 2026, buying an estimated $3.44K and bringing the position to 8,997 shares worth $2.13M. The position accounts for 0.24% of the portfolio, ranked #72.

Fortis Capital Advisors first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Fortis Capital Advisors held 8,997 shares of Vanguard Dividend Appreciation ETF worth $2.13M as of Q2 2026.
Fortis Capital Advisors bought 15 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.44K.
Vanguard Dividend Appreciation ETF made up 0.24% of Fortis Capital Advisors's portfolio in Q2 2026, its #72 holding.
Fortis Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.