Fortis Group Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1815183
WESTWOOD, NJ
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$694,643
-$556,563 QoQ
Shares Held
3,230
-43.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $694,643 | 3,230 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,251,206 | 5,693 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,949,877 | 9,036 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,882,144 | 9,196 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,484,041 | 12,805 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,236,574 | 11,421 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $998,618 | 5,042 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $933,925 | 5,116 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,004,172 | 5,499 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,266,241 | 7,431 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $1,029,546 | 6,626 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $700,235 | 4,311 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $892,025 | 5,792 | Shares | Sole | 2023-05-26 | |
| 2020-09-30 | $34,995 | 272 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||