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

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

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. 2,591 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.
2,591 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.