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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
Q3 		$9.15M Sell
39,207
-2,963
-7% -$712K 9.51% 5
2026
Q2 		$10M 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 $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Formulate Financial's VIG Position: Q3 2026 in Review

Formulate Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7% in Q3 2026, selling an estimated $712K and leaving 39,207 shares worth $9.15M. The position accounts for 9.51% of the portfolio, ranked #5.

Formulate Financial first reported a position in VIG in Q3 2025 and has held it in 5 quarters since. The position peaked at $10M in Q2 2026. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Formulate Financial held 39,207 shares of Vanguard Dividend Appreciation ETF worth $9.15M as of Q3 2026.
  • Formulate Financial sold 2,963 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $712K.
  • Vanguard Dividend Appreciation ETF made up 9.51% of Formulate Financial's portfolio in Q3 2026, its #5 holding.
  • Formulate Financial first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 5 quarters since.
  • Formulate Financial's Vanguard Dividend Appreciation ETF position peaked at $10M in Q2 2026.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.