Formidable Asset Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1592613
CINCINNATI, OH
Position in VIG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,341,201
-$55,937 QoQ
Shares Held
20,186
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,341,201 | 20,186 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,397,138 | 20,007 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,204,020 | 19,482 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,427,608 | 16,747 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,248,750 | 16,747 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,142,679 | 16,048 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $2,515,362 | 12,700 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||