Formidable Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Formidable Asset Management’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	$4.18M	Sell	19,419 -767	-4%	-$176K	0.66%	26
2026 Q1	$4.44M	Buy	20,186 +179	+0.9%	+$39.9K	0.69%	27
2025 Q4	$4.32M	Buy	20,007 +525	+3%	+$115K	0.63%	30
2025 Q3	$3.99M	Buy	19,482 +2,735	+16%	+$574K	0.63%	30
2025 Q2	$3.25M	Hold	16,747	–	–	0.54%	33
2025 Q1	$3.25M	Buy	16,747 +699	+4%	+$139K	0.54%	33
2024 Q4	$3.14M	Buy	16,048 +3,348	+26%	+$668K	0.52%	32
2024 Q3	$2.52M	Buy	+12,700	New	+$2.42M	0.4%	47

Other funds holding VIG

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

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

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

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Formidable Asset Management's VIG Position: Q2 2026 in Review

Formidable Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.8% in Q2 2026, selling an estimated $176K and leaving 19,419 shares worth $4.18M. The position accounts for 0.66% of the portfolio, ranked #26.

Formidable Asset Management first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.44M in Q1 2026. 603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Formidable Asset Management held 19,419 shares of Vanguard Dividend Appreciation ETF worth $4.18M as of Q2 2026.
Formidable Asset Management sold 767 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $176K.
Vanguard Dividend Appreciation ETF made up 0.66% of Formidable Asset Management's portfolio in Q2 2026, its #26 holding.
Formidable Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
Formidable Asset Management's Vanguard Dividend Appreciation ETF position peaked at $4.44M in Q1 2026.
603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.