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

Fortis Group 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	$745K	Sell	3,148 -82	-3%	-$18.8K	0.12%	164
2026 Q1	$730K	Sell	3,230 -2,463	-43%	-$549K	0.12%	165
2025 Q4	$1.27M	Sell	5,693 -3,343	-37%	-$730K	0.21%	127
2025 Q3	$1.96M	Sell	9,036 -160	-2%	-$33.6K	0.34%	71
2025 Q2	$1.89M	Sell	9,196 -3,609	-28%	-$699K	0.34%	72
2025 Q1	$2.48M	Buy	12,805 +1,384	+12%	+$275K	0.48%	61
2024 Q4	$2.24M	Buy	11,421 +6,379	+127%	+$1.27M	0.42%	63
2024 Q3	$999K	Sell	5,042 -74	-1%	-$14.1K	0.18%	94
2024 Q2	$934K	Sell	5,116 -383	-7%	-$68.9K	0.19%	81
2024 Q1	$1M	Sell	5,499 -1,932	-26%	-$339K	0.18%	90
2023 Q4	$1.17M	Buy	7,431 +805	+12%	+$130K	0.29%	42
2023 Q3	$1.02M	Buy	6,626 +2,315	+54%	+$375K	0.31%	41
2023 Q2	$700K	Sell	4,311 -1,481	-26%	-$232K	0.19%	70
2023 Q1	$913K	Buy	+5,792	New	+$887K	0.28%	49
2020 Q3	$34K	Buy	+272	New	+$34.2K	0.01%	221

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 Group Advisors's VIG Position: Q2 2026 in Review

Fortis Group Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q2 2026, selling an estimated $18.8K and leaving 3,148 shares worth $745K. The position accounts for 0.12% of the portfolio, ranked #164.

Fortis Group Advisors first reported a position in VIG in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.48M in Q1 2025. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Fortis Group Advisors held 3,148 shares of Vanguard Dividend Appreciation ETF worth $745K as of Q2 2026.
Fortis Group Advisors sold 82 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $18.8K.
Vanguard Dividend Appreciation ETF made up 0.12% of Fortis Group Advisors's portfolio in Q2 2026, its #164 holding.
Fortis Group Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.48M in Q1 2025.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.