FF
VIG icon

Formulate Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Formulate Financial’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 		$9.98M Sell
42,170
-408
-1% -$93.7K 10.5% 5
2026
Q1 		$9.16M Buy
42,578
+326
+0.8% +$72.7K 11.31% 5
2025
Q4 		$9.29M Sell
42,252
-235
-0.6% -$51.3K 10.89% 5
2025
Q3 		$9.17M Buy
+42,487
New +$8.92M 11.37% 3

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Formulate Financial's VIG Position: Q2 2026 in Review

Formulate Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.96% in Q2 2026, selling an estimated $93.7K and leaving 42,170 shares worth $9.98M. The position accounts for 10.5% of the portfolio, ranked #5.

Formulate Financial first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Formulate Financial held 42,170 shares of Vanguard Dividend Appreciation ETF worth $9.98M as of Q2 2026.
  • Formulate Financial sold 408 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $93.7K.
  • Vanguard Dividend Appreciation ETF made up 10.5% of Formulate Financial's portfolio in Q2 2026, its #5 holding.
  • Formulate Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Formulate Financial's 13F filing for Q2 2026, filed 31 Jul 2026.