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Vanguard Dividend Appreciation ETF (VIG) Institutional Ownership

Vanguard Dividend Appreciation ETF logo
$217.26 +1.52 (+0.70%)
Closing price 10/20/2025 04:10 PM Eastern
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$217.25 -0.01 (0.00%)
As of 10/20/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Number of
Institutional Buyers
(last 12 months)
1603
Total
Institutional Inflows
(last 12 months)
$22.90B
Number of
Institutional Sellers
(last 12 months)
1254
Total
Institutional Outflows
(last 12 months)
$2.09B
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Skip Chart & View Institutional Buying and Selling Data

VIG Institutional Buying and Selling by Quarter

Vanguard Dividend Appreciation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/20/2025OMNI 360 Wealth Inc.3,717$802K0.4%+19.3%0.001%
10/20/2025Mid American Wealth Advisory Group Inc.20,858$4.50M2.0%+0.4%0.005%
10/20/2025TBH Global Asset Management LLC15,389$3.32M0.6%+6.7%0.003%
10/20/2025Calamos Wealth Management LLC3,765$812K0.0%+8.0%0.001%
10/20/2025Sax Wealth Advisors LLC15,303$3.30M0.2%-3.7%0.003%
10/20/2025Smith Salley Wealth Management11,296$2.44M0.1%+1.7%0.002%
10/20/2025Sequent Asset Management LLC2,452$529K0.3%N/A0.001%
10/20/2025Kingsman Wealth Management Inc.1,473$318K0.2%-10.3%0.000%
10/20/2025Ascent Group LLC5,973$1.29M0.0%-36.6%0.001%
10/20/2025Great Diamond Partners LLC5,608$1.21M0.2%-3.9%0.001%
10/20/2025Base Wealth Management LLC14,994$3.24M1.8%+6.4%0.003%
10/20/2025McGlone Suttner Wealth Management Inc.31,315$6.76M0.9%-0.6%0.007%
10/20/2025Baron Wealth Management LLC18,465$3.99M1.3%+0.3%0.004%
10/20/2025Joseph P. Lucia & Associates LLC12,217$2.64M1.0%+0.6%0.003%
10/20/2025Diversified Trust Co163,997$35.39M0.7%-1.5%0.036%
10/20/2025Klaas Financial Asset Advisors LLC132,568$28.61M4.3%+1.3%0.029%
10/20/2025Segment Wealth Management LLC35,663$7.70M0.5%-35.8%0.008%
10/20/2025LVW Advisors LLC927$200K0.0%-6.9%0.000%
10/20/2025Salzhauer Michael300$65K0.0%N/A0.000%
10/20/2025Wells Financial Advisors INC5,020$1.08M1.4%-5.3%0.001%
10/20/2025Bravias Capital Group LLC4,510$973K0.7%+285.5%0.001%
10/20/2025Warner Financial Inc.41,756$9.01M3.4%-0.8%0.009%
10/20/2025Rooted Wealth Advisors Inc.57,639$12.55M3.8%+6.1%0.013%
10/20/2025waypoint wealth counsel10,445$2.25M0.9%+0.6%0.002%
10/20/2025Albion Financial Group UT60,768$13.11M0.8%+234.0%0.013%
10/20/2025Mustard Seed Financial LLC1,461$315K0.2%+5.5%0.000%
10/20/2025Pure Financial Advisors LLC17,111$3.69M0.1%+4.5%0.004%
10/17/2025Oak Harvest Investment Services64,053$13.82M1.6%-0.6%0.014%
10/17/2025Farmers & Merchants Investments Inc.18,648$4.02M0.1%-0.7%0.004%
10/17/2025Fort Washington Investment Advisors Inc. OH15,772$3.40M0.0%-10.6%0.003%
10/17/2025Boston Trust Walden Corp4,426$955K0.0%+12.0%0.001%
10/17/2025HM Payson & Co.67,031$14.47M0.2%+131.1%0.015%
10/17/2025Global Wealth Management LLC55,055$11.88M6.2%-1.0%0.012%
10/17/2025Old North State Wealth Management LLC7,859$1.70M0.8%+5.6%0.002%
10/17/2025Annex Advisory Services LLC96,082$20.73M0.4%-3.0%0.021%
10/17/2025Private Wealth Management Group LLC200$43K0.0%-37.5%0.000%
10/17/2025Trademark Financial Management LLC5,133$1.11M0.6%-6.2%0.001%
10/17/2025Institute for Wealth Management LLC.7,364$1.59M0.2%+37.4%0.002%
10/17/2025Kavar Capital Partners Group LLC34,366$7.42M1.0%-14.3%0.008%
10/17/2025Optivise Advisory Services LLC937$202K0.1%-33.5%0.000%
10/17/2025KW Wealth Management LLC1,689$364K0.6%N/A0.000%
10/17/2025Archford Capital Strategies LLC14,367$3.10M0.4%-19.1%0.003%
10/17/2025MPS Loria Financial Planners LLC3,153$680K0.2%-23.2%0.001%
10/17/2025Sard Wealth Management Group LLC22,553$4.87M2.8%+1.2%0.005%
10/17/2025Total Wealth Planning LLC2,647$571K0.1%+3.9%0.001%
10/17/2025Tealwood Asset Management Inc.975$210K0.1%N/A0.000%
10/17/2025Westhampton Capital LLC949$205K0.1%N/A0.000%
10/17/2025Sunburst Financial Group LLC12,462$2.69M0.6%-1.2%0.003%
10/17/2025Kaydan Wealth Management Inc.19,195$4.14M1.2%+0.4%0.004%
10/17/2025Perigon Wealth Management LLC65,522$14.14M0.3%+0.2%0.014%
10/17/2025Client 1ST Advisory Group LLC20,371$4.40M1.5%-0.5%0.004%
10/17/2025Sandbox Financial Partners LLC47,178$10.18M2.9%+2.7%0.010%
10/17/2025Sowell Financial Services LLC33,050$7.13M0.3%+8.4%0.007%
10/17/2025Ehrlich Financial Group10,930$2.36M1.4%-2.4%0.002%
10/17/2025Sapient Capital LLC100,948$21.76M0.3%+509.0%0.022%
10/17/2025Sovereign Financial Group Inc.6,410$1.38M0.3%+6.2%0.001%
10/17/2025MKT Advisors LLC10,138$2.20M0.8%-6.5%0.002%
10/17/2025Mayflower Financial Advisors LLC20,671$4.46M0.4%+41.7%0.005%
10/17/2025NovaPoint Capital LLC7,812$1.69M0.4%N/A0.002%
10/17/2025FSM Wealth Advisors LLC2,985$644K0.1%-3.9%0.001%
10/17/2025Apella Capital LLC62,261$13.40M0.3%+2.6%0.014%
10/17/2025Valley Forge Investment Consultants Inc. ADV9,407$2.03M0.6%-1.0%0.002%
10/17/2025Apollon Wealth Management LLC34,889$7.53M0.1%-3.7%0.008%
10/17/2025Apollon Financial LLC71,135$15.35M2.6%+4.2%0.016%
10/16/2025 Vestment Financial LLC954$207K0.1%N/A0.000%
10/16/2025 Castle Rock Wealth Management LLC2,061$446K0.1%-5.3%0.000%
10/16/2025 180 Wealth Advisors LLC44,452$9.59M1.2%-1.2%0.010%
10/16/2025 Hengehold Capital Management LLC53,094$11.46M1.0%+1,578.1%0.012%
10/16/2025 Hoese & Co LLP33,079$7.14M5.5%+3.0%0.007%
10/16/2025 Carnegie Investment Counsel108,888$23.50M0.4%+4.0%0.024%
10/16/2025 Fulton Breakefield Broenniman LLC60,024$12.95M0.8%+8.8%0.013%
10/16/2025 Comprehensive Financial Consultants Institutional Inc.9,930$2.14M0.7%+0.8%0.002%
10/16/2025 Stockman Wealth Management Inc.1,534$331K0.0%-5.9%0.000%
10/16/2025 Beacon Investment Advisory Services Inc.98,608$21.28M0.9%+1.2%0.022%
10/16/2025 Capital Advisors Ltd. LLC149,949$32.36M3.7%-0.5%0.033%
10/16/2025 Tower View Wealth Management LLC19,768$4.27M2.2%+1.1%0.004%
10/16/2025 Gleason Group Inc.41,007$8.85M0.9%+0.4%0.009%
10/16/2025 CRA Financial Services LLC81,247$17.53M2.4%-1.5%0.018%
10/16/2025 City State Bank40,792$8.80M2.5%+4.8%0.009%
10/16/2025 Highland Capital Management LLC3,806$821K0.0%-11.0%0.001%
10/16/2025 Regent Peak Wealth Advisors LLC1,693$365K0.1%N/A0.000%
10/16/2025 Curran Financial Partners LLC48,186$10.40M2.1%+12.9%0.011%
10/16/2025 HBK Sorce Advisory LLC82,436$17.89M0.4%+5.5%0.018%
10/16/2025 Syntegra Private Wealth Group LLC1,758$379K0.0%-4.8%0.000%
10/16/2025 Blue Trust Inc.9,377$2.02M0.0%+4.9%0.002%
10/16/2025 Sheets Smith Wealth Management23,510$5.07M0.6%-1.0%0.005%
10/16/2025 Capital Advisors Wealth Management LLC199,485$43.05M6.1%+1.7%0.044%
10/16/2025 Scott Capital Advisors LLC2,795$609K0.1%-18.7%0.001%
10/16/2025 Johnson Bixby & Associates LLC12,758$2.75M0.4%-8.9%0.003%
10/16/2025 Virginia Wealth Management Group Inc.935$202K0.1%N/A0.000%
10/16/2025 Raub Brock Capital Management LP4,297$927K0.2%-4.0%0.001%
10/15/2025 CWM LLC107,458$23.19M0.1%+6.5%0.024%
10/15/2025 GEN Financial Management INC.90,080$19.46M16.8%-10.4%0.020%
10/15/2025 BSW Wealth Partners3,322$717K0.1%-2.1%0.001%
10/15/2025 Clayton Financial Group LLC433$93K0.1%N/A0.000%
10/15/2025 Blue Zone Wealth Advisors LLC2,935$633K0.1%+21.8%0.001%
10/15/2025 Whitener Capital Management Inc.1,705$368K0.1%+3.0%0.000%
10/15/2025 Patriot Investment Management Group Inc.63,946$13.80M0.9%-1.9%0.014%
10/15/2025 Weinberger Asset Management Inc10,812$2.33M0.8%-2.6%0.002%
10/15/2025 Gemmer Asset Management LLC3,738$807K0.1%+34.2%0.001%
(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, 2,450 institutional investors and hedge funds held shares of Vanguard Dividend Appreciation ETF. The most heavily invested institutionals were Laurel Wealth Advisors LLC ($7.28B), Bank of America Corp DE ($4.36B), Vanguard Group Inc. ($2.15B), Wells Fargo & Company MN ($2.06B), Wealthfront Advisers LLC ($1.86B), Morgan Stanley ($1.76B), and LPL Financial LLC ($1.22B).Learn more on Vanguard Dividend Appreciation ETF's institutional investors.

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

Of the 2,084 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: Laurel Wealth Advisors LLC ($35.39M), Wealthfront Advisers LLC ($21.62M), Strategic Financial Concepts LLC ($20.09M), Castlekeep Investment Advisors LLC ($6.45M), Raymond James Financial Inc. ($5.36M), Bank of America Corp DE ($3.61M), and Evoke Wealth LLC ($2.92M).

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

Institutional investors have bought a total of 114,891,784 shares in the last 24 months. This purchase volume represents approximately $22.90B in transactions.

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

Of the 1,256 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 ($586.20K), Bank of New York Mellon Corp ($580.90K), Bank of America Corp DE ($553.78K), JPMorgan Chase & Co. ($547.27K), Jones Financial Companies Lllp ($427.07K), Independent Advisor Alliance ($397.02K), and Demars Financial Group LLC ($350.97K).

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

Institutional investors have sold a total of 10,538,144 shares in the last 24 months. This volume of shares sold represents approximately $2.09B in transactions.


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This page (NYSEARCA:VIG) was last updated on 10/21/2025 by MarketBeat.com Staff
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