Fortitude Family Office’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fortitude Family Office’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	$38.1K	Sell	161 -25	-13%	-$5.74K	0.01%	347
2026 Q1	$40K	Hold	186	–	–	0.01%	275
2025 Q4	$40.9K	Sell	186 -192	-51%	-$42K	0.01%	269
2025 Q3	$81.6K	Hold	378	–	–	0.02%	191
2025 Q2	$77.4K	Sell	378 -14	-4%	-$2.71K	0.03%	188
2025 Q1	$76K	Hold	392	–	–	0.03%	178
2024 Q4	$76.8K	Hold	392	–	–	0.03%	205
2024 Q3	$77.6K	Hold	392	–	–	0.03%	187
2024 Q2	$71.6K	Hold	392	–	–	0.04%	139
2024 Q1	$71.6K	Hold	392	–	–	0.05%	118
2023 Q4	$66.8K	Buy	+392	New	+$63.1K	0.05%	132

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

Fortitude Family Office's VIG Position: Q2 2026 in Review

Fortitude Family Office reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, selling an estimated $5.74K and leaving 161 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #347.

Fortitude Family Office first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $81.6K in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Fortitude Family Office held 161 shares of Vanguard Dividend Appreciation ETF worth $38.1K as of Q2 2026.
Fortitude Family Office sold 25 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.74K.
Vanguard Dividend Appreciation ETF made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #347 holding.
Fortitude Family Office first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Vanguard Dividend Appreciation ETF position peaked at $81.6K in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.