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Vanguard Dividend Appreciation ETF (VIG) Institutional Ownership

Vanguard Dividend Appreciation ETF logo
$208.86 -0.28 (-0.13%)
As of 09:44 AM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Number of
Institutional Buyers
(last 12 months)
1532
Total
Institutional Inflows
(last 12 months)
$16.17B
Number of
Institutional Sellers
(last 12 months)
1197
Total
Institutional Outflows
(last 12 months)
$1.90B
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VIG Institutional Buying and Selling by Quarter

Vanguard Dividend Appreciation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025 Kellett Wealth Advisors LLC26,961$5.52M3.6%+1.8%0.006%
7/25/2025 Community Bank N.A.6,711$1.37M0.2%-2.1%0.001%
7/25/2025 NorthRock Partners LLC48,825$10.04M0.3%+22.7%0.011%
7/25/2025 Verdence Capital Advisors LLC25,328$5.18M0.4%-4.4%0.006%
7/25/2025 Atria Wealth Solutions Inc.172,024$35.40M0.8%-49.5%0.038%
7/25/2025 Envestnet Portfolio Solutions Inc.36,671$7.51M0.0%-7.9%0.008%
7/25/2025 Concord Asset Management LLC VA1,307$268K0.0%N/A0.000%
7/25/2025 Wealth Architects LLC249,760$51.12M5.2%+5.0%0.055%
7/25/2025 FIDELIS iM LLC160,058$32.76M14.6%-0.6%0.035%
7/25/2025 Sequoia Financial Advisors LLC249,241$51.01M0.3%+29.7%0.055%
7/25/2025 Integrated Capital Management Inc.47,259$9.67M7.4%-1.5%0.010%
7/25/2025 M.E. Allison & CO. Inc.8,628$1.77M1.4%+2.4%0.002%
7/25/2025 MGO One Seven LLC65,738$13.46M0.4%+1.0%0.015%
7/25/2025 ONE Advisory Partners LLC2,197$458K0.2%N/A0.000%
7/25/2025 Welch Group LLC3,770$772K0.0%+53.0%0.001%
7/25/2025 Stephens Consulting LLC21,753$4.45M1.1%+545.9%0.005%
7/25/2025 MOKAN Wealth Management Inc.8,419$1.72M1.0%+9.5%0.002%
7/25/2025 Hazlett Burt & Watson Inc.12,556$2.57M1.1%-0.8%0.003%
7/25/2025 Almanack Investment Partners LLC.1,365$279K0.0%N/A0.000%
7/25/2025 M3 Advisory Group LLC60,938$12.47M8.6%+1.9%0.014%
7/25/2025 McNamara Financial Services Inc.35,742$7.32M1.5%-2.5%0.008%
7/25/2025 G2 Capital Management LLC OH1,241$254K0.1%-4.0%0.000%
7/25/2025 GW Henssler & Associates Ltd.41,226$8.44M0.5%+0.6%0.009%
7/25/2025 Landmark Wealth Management LLC13,396$2.74M1.2%-6.3%0.003%
7/25/2025 Commonwealth Financial Services LLC1,463$299K0.1%+21.7%0.000%
7/25/2025 SPC Financial Inc.45,395$9.29M0.8%-1.5%0.010%
7/25/2025 Meritage Portfolio Management988$202K0.0%N/A0.000%
7/25/2025 CWM LLC100,926$20.66M0.1%-5.9%0.022%
7/25/2025 Lodestar Private Asset Management LLC124,153$25.41M2.9%-1.2%0.028%
7/25/2025 Vanguard Personalized Indexing Management LLC3,471$710K0.0%+22.3%0.001%
7/25/2025 Muirfield Wealth Advisors LLC30,777$6.30M5.0%-1.3%0.007%
7/25/2025 Sovereign Financial Group Inc.6,034$1.24M0.3%+5.9%0.001%
7/25/2025 Tranquility Partners LLC15,459$3.16M1.1%+1.2%0.003%
7/25/2025 Concurrent Investment Advisors LLC161,657$33.09M0.6%+117.3%0.036%
7/25/2025 Cerro Pacific Wealth Advisors LLC56,399$11.54M3.2%+6.0%0.012%
7/25/2025 Johnson Investment Counsel Inc.57,695$11.81M0.1%-0.9%0.013%
7/25/2025 Apollon Financial LLC68,254$13.97M2.9%+3.5%0.015%
7/25/2025 Apollon Wealth Management LLC36,241$7.42M0.1%-5.9%0.008%
7/25/2025 Fifth Third Wealth Advisors LLC32,749$6.70M0.3%-55.7%0.007%
7/25/2025 IRON Financial LLC9,442$1.93M1.0%+30.9%0.002%
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7/25/2025 One Degree Advisors Inc32,247$6.60M2.3%-0.3%0.007%
7/24/2025 Comprehensive Money Management Services LLC1,010$207K0.2%-27.3%0.000%
7/24/2025 Trust Co. of Toledo NA OH1,269$260K0.0%N/A0.000%
7/24/2025 JNBA Financial Advisors99,431$20.35M2.0%-2.6%0.022%
7/24/2025 Drucker Wealth 3.0 LLC82,331$17.02M3.3%-13.6%0.018%
7/24/2025 Von Berge Wealth Management Group LLC22,697$4.70M2.6%+10.2%0.005%
7/24/2025 Lmcg Investments LLC1,000$205K0.0%N/A0.000%
7/24/2025 Agate Pass Investment Management LLC4,710$964K0.4%+6.1%0.001%
7/24/2025 JFS Wealth Advisors LLC64,003$13.10M0.8%-1.6%0.014%
7/24/2025 Greenwood Gearhart Inc.1,226$251K0.0%-12.1%0.000%
7/24/2025 Blue Zone Wealth Advisors LLC2,410$493K0.1%+10.0%0.001%
7/24/2025 PDS Planning Inc271,783$55.63M4.1%+1.5%0.060%
7/24/2025 JB Capital LLC2,896$593K0.0%-5.6%0.001%
7/24/2025 Blue Trust Inc.8,935$1.83M0.0%+18.9%0.002%
7/24/2025 Robertson Stephens Wealth Management LLC637,496$131.03M4.2%-4.1%0.141%
7/24/2025 Endeavor Private Wealth Inc.1,857$382K0.2%-20.0%0.000%
7/24/2025 Aurora Private Wealth Inc.2,279$467K0.3%+44.5%0.001%
7/24/2025 Galvin Gaustad & Stein LLC11,708$2.40M0.2%+3.1%0.003%
7/24/2025 3Chopt Investment Partners LLC3,696$760K0.2%+1.5%0.001%
7/24/2025 Moseley Investment Management Inc.29,465$6.03M2.1%+2.5%0.007%
7/24/2025 Beacon Bridge Wealth Partners LLC13,410$2.75M1.1%-3.9%0.003%
7/24/2025 Stonebridge Financial Group LLC22,936$4.69M0.5%+3.2%0.005%
7/24/2025 IFP Advisors Inc99,562$20.38M0.6%+5.4%0.022%
7/24/2025 Callan Family Office LLC7,016$1.44M0.0%+4.5%0.002%
7/24/2025 Blair William & Co. IL635,523$130.07M0.4%-1.0%0.141%
7/24/2025 True Link Financial Advisors LLC138,197$28.29M2.0%+12,054.5%0.031%
7/24/2025 Capital Advisors Ltd. LLC150,712$30.85M3.8%-2.8%0.033%
7/24/2025 Leo Wealth LLC37,287$7.63M0.6%+5.1%0.008%
7/24/2025 MSH Capital Advisors LLC11,915$2.44M0.7%+24.7%0.003%
7/24/2025 US Bancorp DE257,907$52.79M0.1%+9.4%0.057%
7/24/2025 Baxter Bros Inc.6,686$1.37M0.2%+25.6%0.001%
7/24/2025 Columbia Advisory Partners LLC2,813$576K0.4%-9.4%0.001%
7/23/2025 L.K. Benson & Company P.C.2,819$577K0.4%-16.9%0.001%
7/23/2025 Fulton Breakefield Broenniman LLC55,146$11.29M0.8%+3.5%0.012%
7/23/2025 Values Added Financial LLC2,769$567K0.3%+4.5%0.001%
7/23/2025 Schrum Private Wealth Management LLC5,109$1.05M0.8%+16.8%0.001%
7/23/2025 Optas LLC2,662$545K0.1%-50.0%0.001%
7/23/2025 Capital Management Associates Inc4,125$844K0.3%-50.4%0.001%
7/23/2025 Clear Creek Financial Management LLC30,268$6.20M0.6%-8.1%0.007%
7/23/2025 Bar Harbor Wealth Management995$204K0.0%N/A0.000%
7/23/2025 Ignite Planners LLC5,926$1.22M0.2%+16.8%0.001%
7/23/2025 Fortis Advisors LLC28,813$5.90M3.8%-0.4%0.006%
7/23/2025 Castle Rock Wealth Management LLC2,176$450K0.1%+4.8%0.000%
7/23/2025 Morton Capital Management LLC CA23,574$4.83M0.9%-3.1%0.005%
7/23/2025 Valmark Advisers Inc.152,102$31.13M0.4%+2.6%0.034%
7/23/2025 Lakeside Advisors INC.1,573$322K0.2%-3.1%0.000%
7/23/2025 Detalus Advisors LLC29,789$6.10M1.8%-1.2%0.007%
7/23/2025 Traphagen Investment Advisors LLC7,326$1.50M0.1%+9.8%0.002%
7/23/2025 Winthrop Advisory Group LLC23,772$4.89M0.5%+38.8%0.005%
7/23/2025 Raub Brock Capital Management LP4,476$916K0.2%-9.9%0.001%
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7/23/2025 Citizens National Bank Trust Department13,596$2.78M0.6%-1.0%0.003%
7/23/2025 Arcataur Capital Management LLC29,368$6.01M1.9%-0.8%0.007%
7/23/2025 NBT Bank N A NY977$200K0.0%-41.7%0.000%
7/23/2025 Madden Advisory Services Inc.20,510$4.20M1.8%-3.5%0.005%
7/23/2025 Mainsail Asset Management LLC18,895$3.87M2.4%-0.7%0.004%
7/23/2025 Sax Wealth Advisors LLC15,897$3.25M0.2%+6.9%0.004%
7/23/2025 Venturi Wealth Management LLC19,356$3.96M0.2%-1.2%0.004%
7/23/2025 Wheelhouse Advisory Group LLC79,912$16.36M8.3%+3.9%0.018%
7/23/2025 Colony Family Offices LLC32,187$6.62M1.7%+2.2%0.007%
7/23/2025 Godsey & Gibb Inc.981$201K0.0%-6.6%0.000%
(Data available from 1/1/2016 forward)

VIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VIG shares?

During the previous two years, 2,411 institutional investors and hedge funds held shares of Vanguard Dividend Appreciation ETF. The most heavily invested institutionals were Bank of America Corp DE ($4.85B), Wells Fargo & Company MN ($2.06B), Vanguard Group Inc. ($1.97B), Morgan Stanley ($1.76B), Wealthfront Advisers LLC ($1.47B), LPL Financial LLC ($1.22B), and UBS Group AG ($1.10B).Learn more on Vanguard Dividend Appreciation ETF's institutional investors.

Which institutional investors have been buying Vanguard Dividend Appreciation ETF's stock?

Of the 2,038 institutional investors that purchased Vanguard Dividend Appreciation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthfront Advisers LLC ($20.14M), Strategic Financial Concepts LLC ($20.09M), Castlekeep Investment Advisors LLC ($6.45M), Raymond James Financial Inc. ($5.33M), Bank of America Corp DE ($3.61M), Evoke Wealth LLC ($2.92M), and Proficio Capital Partners LLC ($2.55M).

How much institutional buying is happening at Vanguard Dividend Appreciation ETF?

Institutional investors have bought a total of 83,251,849 shares in the last 24 months. This purchase volume represents approximately $16.17B in transactions.

Which of Vanguard Dividend Appreciation ETF's major shareholders have been selling company stock?

Of the 1,199 institutional investors that sold Vanguard Dividend Appreciation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Retirement Planning Group LLC ($565.54K), Bank of New York Mellon Corp ($558.82K), JPMorgan Chase & Co. ($525.92K), Jones Financial Companies Lllp ($427.07K), Independent Advisor Alliance ($397.02K), Focus Partners Wealth ($336.83K), and The Manufacturers Life Insurance Company ($234.29K).

How much institutional selling is happening at Vanguard Dividend Appreciation ETF?

Institutional investors have sold a total of 9,769,156 shares in the last 24 months. This volume of shares sold represents approximately $1.90B in transactions.



This page (NYSEARCA:VIG) was last updated on 7/28/2025 by MarketBeat.com Staff
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