Forum Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Forum Financial 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	$1.35M	Sell	5,685 -855	-13%	-$196K	0.02%	113
2026 Q1	$1.41M	Sell	6,540 -626	-9%	-$140K	0.02%	103
2025 Q4	$1.58M	Buy	7,166 +182	+3%	+$39.8K	0.02%	166
2025 Q3	$1.51M	Sell	6,984 -10	-0.1%	-$2.1K	0.02%	169
2025 Q2	$1.43M	Buy	6,994 +28	+0.4%	+$5.43K	0.02%	160
2025 Q1	$1.35M	Buy	6,966 +464	+7%	+$92.3K	0.02%	170
2024 Q4	$1.27M	Buy	6,502 +176	+3%	+$35.1K	0.02%	170
2024 Q3	$1.25M	Buy	6,326 +840	+15%	+$160K	0.02%	157
2024 Q2	$1M	Buy	5,486 +616	+13%	+$111K	0.02%	178
2024 Q1	$889K	Buy	4,870 +158	+3%	+$27.8K	0.02%	206
2023 Q4	$803K	Buy	4,712 +508	+12%	+$81.7K	0.02%	196
2023 Q3	$653K	Sell	4,204 -17	-0.4%	-$2.76K	0.01%	219
2023 Q2	$686K	Sell	4,221 -165	-4%	-$25.8K	0.02%	225
2023 Q1	$675K	Sell	4,386 -47	-1%	-$7.2K	0.02%	202
2022 Q4	$673K	Buy	4,433 +2,817	+174%	+$420K	0.02%	196
2022 Q3	$218K	Sell	1,616 -240	-13%	-$35.7K	0.01%	472
2022 Q2	$266K	Sell	1,856 -163	-8%	-$24.8K	0.01%	400
2022 Q1	$327K	Sell	2,019 -11	-0.5%	-$1.77K	0.02%	353
2021 Q4	$349K	Buy	+2,030	New	+$335K	0.02%	345

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

Forum Financial Management's VIG Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, selling an estimated $196K and leaving 5,685 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #113.

Forum Financial Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.58M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Forum Financial Management held 5,685 shares of Vanguard Dividend Appreciation ETF worth $1.35M as of Q2 2026.
Forum Financial Management sold 855 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $196K.
Vanguard Dividend Appreciation ETF made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #113 holding.
Forum Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
Forum Financial Management's Vanguard Dividend Appreciation ETF position peaked at $1.58M in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.