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

Fortis Capital Management’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	$252K	Buy	1,067 +1	+0.1%	+$230	0.03%	205
2026 Q1	$229K	Hold	1,066	–	–	0.02%	192
2025 Q4	$234K	Buy	1,066 +2	+0.2%	+$437	0.03%	182
2025 Q3	$230K	Hold	1,064	–	–	0.03%	162
2025 Q2	$218K	Buy	+1,064	New	+$206K	0.03%	156
2024 Q3	–	Sell	-1,099	Closed	-$201K	–	136
2024 Q2	$201K	Sell	1,099 -200	-15%	-$36K	0.04%	119
2024 Q1	$237K	Buy	1,299 +1	+0.1%	+$176	0.06%	102
2023 Q4	$221K	Buy	1,298 +1	+0.1%	+$161	0.06%	125
2023 Q3	$201K	Buy	+1,297	New	+$210K	0.06%	122

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 Management's VIG Position: Q2 2026 in Review

Fortis Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.09% in Q2 2026, buying an estimated $230 and bringing the position to 1,067 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #205.

Fortis Capital Management first reported a position in VIG in Q3 2023 and has held it in 9 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Fortis Capital Management held 1,067 shares of Vanguard Dividend Appreciation ETF worth $252K as of Q2 2026.
Fortis Capital Management bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.03% of Fortis Capital Management's portfolio in Q2 2026, its #205 holding.
Fortis Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2023 and has held it in 9 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.