Fortis Capital Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1802167
BELLEVUE, WA
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$252,473
+$23,220 QoQ
Shares Held
1,067
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#520
of 591 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,473 | 1,067 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $229,253 | 1,066 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $234,285 | 1,066 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $229,600 | 1,064 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $217,768 | 1,064 | Shares | Sole | 2025-08-12 | |
| 2024-06-30 | $200,622 | 1,099 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $237,210 | 1,299 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $221,179 | 1,298 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $201,527 | 1,297 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||