Fortitude Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fortitude Advisory Group’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	$1.8M	Buy	7,615 +17	+0.2%	+$3.9K	0.69%	25
2026 Q1	$1.63M	Buy	7,598 +985	+15%	+$220K	0.74%	23
2025 Q4	$1.45M	Buy	6,613 +377	+6%	+$82.4K	0.62%	28
2025 Q3	$1.35M	Buy	6,236 +263	+4%	+$55.2K	0.72%	26
2025 Q2	$1.22M	Buy	5,973 +245	+4%	+$47.5K	0.7%	25
2025 Q1	$1.05M	Sell	5,728 -535	-9%	-$106K	0.75%	23
2024 Q4	$1.23M	Buy	6,263 +648	+12%	+$129K	0.74%	23
2024 Q3	$1.11M	Buy	5,615 +151	+3%	+$28.8K	0.7%	24
2024 Q2	$997K	Buy	5,464 +9	+0.2%	+$1.62K	0.6%	26
2024 Q1	$996K	Buy	5,455 +112	+2%	+$19.7K	0.56%	26
2023 Q4	$910K	Sell	5,343 -50	-0.9%	-$8.04K	0.55%	33
2023 Q3	$838K	Hold	5,393	–	–	0.57%	34
2023 Q2	$876K	Buy	5,393 +85	+2%	+$13.3K	0.64%	33
2023 Q1	$817K	Buy	5,308 +397	+8%	+$60.8K	0.63%	33
2022 Q4	$746K	Sell	4,911 -283	-5%	-$42.2K	0.63%	36
2022 Q3	$702K	Hold	5,194	–	–	0.67%	35
2022 Q2	$745K	Sell	5,194 -87	-2%	-$13.2K	0.68%	36
2022 Q1	$856K	Sell	5,281 -250	-5%	-$40.3K	0.46%	35
2021 Q4	$950K	Buy	+5,531	New	+$912K	0.48%	34

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Fortitude Advisory Group's VIG Position: Q2 2026 in Review

Fortitude Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.22% in Q2 2026, buying an estimated $3.9K and bringing the position to 7,615 shares worth $1.8M. The position accounts for 0.69% of the portfolio, ranked #25.

Fortitude Advisory Group first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 1,162 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Fortitude Advisory Group held 7,615 shares of Vanguard Dividend Appreciation ETF worth $1.8M as of Q2 2026.
Fortitude Advisory Group bought 17 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.9K.
Vanguard Dividend Appreciation ETF made up 0.69% of Fortitude Advisory Group's portfolio in Q2 2026, its #25 holding.
Fortitude Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
1,162 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.