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Fortune Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fortune Financial 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 		$701K Buy
2,961
+7
+0.2% +$1.61K 0.3% 77
2026
Q1 		$635K Sell
2,954
-264
-8% -$58.9K 0.32% 72
2025
Q4 		$707K Buy
3,218
+13
+0.4% +$2.84K 0.48% 55
2025
Q3 		$692K Buy
3,205
+171
+6% +$35.9K 0.52% 54
2025
Q2 		$621K Hold
3,034
– – 0.5% 54
2025
Q1 		$589K Buy
3,034
+1,886
+164% +$375K 0.51% 54
2024
Q4 		$225K Buy
+1,148
New +$229K 0.2% 84

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fortune Financial Advisors's VIG Position: Q2 2026 in Review

Fortune Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.24% in Q2 2026, buying an estimated $1.61K and bringing the position to 2,961 shares worth $701K. The position accounts for 0.3% of the portfolio, ranked #77.

Fortune Financial Advisors first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $707K in Q4 2025. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Fortune Financial Advisors held 2,961 shares of Vanguard Dividend Appreciation ETF worth $701K as of Q2 2026.
  • Fortune Financial Advisors bought 7 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.61K.
  • Vanguard Dividend Appreciation ETF made up 0.3% of Fortune Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • Fortune Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
  • Fortune Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $707K in Q4 2025.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.