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Vanguard Dividend Appreciation ETF shares owned by Formulate Financial

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Formulate Financial from 13F filings

Historical chart of Formulate Financial investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Formulate Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Formulate Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 43k 215.79

More positions owned by Formulate Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)

View all positions for Formulate Financial

Top funds holding Vanguard Dividend Appreciation ETF

Morgan Stanley
Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
LPL Financial
UBS Group
HB Wealth Management
Raymond James Financial
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
Prudential Financial
Ameriprise Financial
HighTower Advisors
Envestnet Asset Management

View all funds holding Vanguard Dividend Appreciation ETF