FORMULATE FINANCIAL LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2093400
BOCA RATON, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$9,156,824
-$129,320 QoQ
Shares Held
42,578
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
23.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,156,824 | 42,578 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,286,144 | 42,252 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,168,269 | 42,487 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||