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Vanguard Dividend Appreciation ETF (VIG) Institutional Ownership

Vanguard Dividend Appreciation ETF logo
$199.08 -0.42 (-0.21%)
As of 05/20/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Number of
Institutional Buyers
(last 12 months)
1516
Total
Institutional Inflows
(last 12 months)
$16.06B
Number of
Institutional Sellers
(last 12 months)
1187
Total
Institutional Outflows
(last 12 months)
$2.05B
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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
5/20/2025Fortis Capital Advisors LLC6,845$1.33M0.3%+10.1%0.002%
5/20/2025Belpointe Asset Management LLC11,252$2.18M0.1%-13.5%0.002%
5/20/2025 Focus Partners Wealth594,936$115.41M0.3%+15.0%0.132%
5/20/2025Flaharty Asset Management LLC198$38K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.75,902$14.72M0.6%+95.7%0.017%
5/19/2025 SageView Advisory Group LLC7,514$1.46M0.1%+1.3%0.002%
5/19/2025 Advisory Alpha LLC142,524$27.65M0.9%+2.4%0.032%
5/19/2025 SCS Capital Management LLC125,685$24.38M0.3%N/A0.028%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC694,758$134.78M0.0%N/A0.154%
5/16/2025 Wilson & Boucher Capital Management LLC15,919$3.09M2.3%+0.9%0.004%
5/16/2025 Empowered Funds LLC29,143$5.65M0.1%+912.3%0.006%
5/16/2025 Logan Capital Management Inc.7,327$1.42M0.1%-2.5%0.002%
5/16/2025 Northeast Financial Consultants Inc638,946$123.95M5.5%-4.6%0.141%
5/16/2025 Ascent Group LLC9,475$1.84M0.1%+309.3%0.002%
5/16/2025 Coppell Advisory Solutions LLC5,526$1.05M0.1%+1.8%0.001%
5/16/2025 United Services Automobile Association11,222$2.18M0.1%-8.1%0.002%
5/16/2025 Arete Wealth Advisors LLC29,064$5.64M0.4%-22.9%0.006%
5/16/2025 Bell Investment Advisors Inc19,309$3.75M0.7%+2.5%0.004%
5/16/2025 Signature Estate & Investment Advisors LLC63,972$12.41M0.3%+14.6%0.014%
5/16/2025 Everstar Asset Management LLC32,140$6.24M1.2%N/A0.007%
5/16/2025 Ashton Thomas Private Wealth LLC15,685$3.04M0.1%+36.3%0.003%
5/16/2025 Goldman Sachs Group Inc.723,499$140.35M0.0%-4.9%0.160%
5/16/2025 Kestra Investment Management LLC1,126$218K0.0%N/A0.000%
5/16/2025 Jones Financial Companies Lllp433,583$83.09M0.1%-49.6%0.096%
5/16/2025 Raab & Moskowitz Asset Management LLC36,280$7.04M1.8%-3.1%0.008%
5/16/2025 Rise Advisors LLC2,774$538K0.2%+17.8%0.001%
5/16/2025 Plancorp LLC1,726$335K0.0%-40.1%0.000%
5/16/2025 Plotkin Financial Advisors LLC40,693$7.89M4.9%+0.9%0.009%
5/16/2025 National Wealth Management Group LLC4,310$836K0.5%-23.7%0.001%
5/16/2025 NewEdge Advisors LLC317,146$61.52M0.4%-0.9%0.070%
5/16/2025 Integrated Wealth Concepts LLC42,411$8.23M0.1%-6.1%0.009%
5/16/2025 KDT Advisors LLC9,940$1.93M2.8%+14.3%0.002%
5/16/2025 Greenline Partners LLC1,624$315K0.0%N/A0.000%
5/16/2025 Hancock Whitney Corp1,355$263K0.0%N/A0.000%
5/16/2025 Clark Capital Management Group Inc.1,073$208K0.0%-45.1%0.000%
5/16/2025 Curi RMB Capital LLC63,298$12.28M0.3%-20.2%0.014%
5/16/2025 AQR Capital Management LLC75,828$14.71M0.0%+38.7%0.017%
5/16/2025 AlTi Global Inc.3,201$621K0.0%-9.0%0.001%
5/16/2025 Alexis Investment Partners LLC40,179$7.73M3.7%+2.3%0.009%
5/16/2025 Almitas Capital LLC10,314$2.00M0.7%+97.8%0.002%
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5/16/2025 Ancora Advisors LLC63,934$12.40M0.3%+7.2%0.014%
5/15/2025 Federation des caisses Desjardins du Quebec12,341$2.39M0.0%-40.0%0.003%
5/15/2025 EP Wealth Advisors LLC141,540$27.46M0.2%+14.9%0.031%
5/15/2025 LGL Partners LLC15,709$3.05M1.5%-24.0%0.003%
5/15/2025 GW Henssler & Associates Ltd.40,971$7.95M0.4%+18.6%0.009%
5/15/2025 Core Wealth Advisors Inc.5,210$1.01M0.3%+20.7%0.001%
5/15/2025 Focus Partners Advisor Solutions LLC71,678$13.91M0.2%+3.0%0.016%
5/15/2025 Flputnam Investment Management Co.60,645$11.76M0.2%+0.4%0.013%
5/15/2025 Royal Bank of Canada3,739,419$725.41M0.2%+1.1%0.827%
5/15/2025 Betterment LLC133,117$25.82M0.1%+6.9%0.029%
5/15/2025 Retirement Planning Co of New England Inc.7,224$1.40M0.5%N/A0.002%
5/15/2025 Cura Wealth Advisors LLC1,785$346K0.1%+50.8%0.000%
5/15/2025 MAI Capital Management931,754$180.75M1.4%+0.3%0.206%
5/15/2025 Calton & Associates Inc.4,624$897K0.2%N/A0.001%
5/15/2025 FRG Family Wealth Advisors LLC72,529$14.07M2.7%-1.5%0.016%
5/15/2025 Second Line Capital LLC3,158$613K0.2%+12.7%0.001%
5/15/2025 Connecticut Wealth Management LLC196,589$38.14M2.0%+0.2%0.043%
5/15/2025 Certior Financial Group LLC1,645$319K0.3%-87.8%0.000%
5/15/2025 Titleist Asset Management LLC29,419$5.71M0.7%+48.8%0.007%
5/15/2025 Baird Financial Group Inc.609,741$118.28M0.2%-7.5%0.135%
5/15/2025 Pinnacle Wealth Planning Services Inc.1,549$301K0.0%+34.5%0.000%
5/15/2025 Vident Advisory LLC8,044$1.56M0.0%-17.9%0.002%
5/15/2025 Evergreen Capital Management LLC66,722$12.94M0.4%-2.2%0.015%
5/15/2025 The Manufacturers Life Insurance Company 975,758$189.29M0.2%+2.0%0.216%
5/15/2025 Safe Harbor Fiduciary LLC162$31K0.0%N/A0.000%
5/15/2025 WPG Advisers LLC280$54K0.1%N/A0.000%
5/15/2025 TD Capital Management LLC193,806$37.60M3.8%-0.1%0.043%
5/15/2025 Gerber Kawasaki Wealth & Investment Management10,651$2.07M0.1%+3.0%0.002%
5/15/2025 Hanover Advisors Inc.87,614$17.00M7.4%-2.5%0.019%
5/15/2025 Clarity Asset Management Inc.294$57K0.0%+332.4%0.000%
5/14/2025 Truvestments Capital LLC520$101K0.0%N/A0.000%
5/14/2025 KilterHowling LLC126,165$24.31M15.7%+2.7%0.028%
5/14/2025 Transamerica Financial Advisors LLC17,716$3.44M0.4%+4.7%0.004%
5/14/2025 Delta Investment Management LLC2,312$449K0.1%+36.2%0.001%
5/14/2025 Note Advisors LLC6,995$1.36M1.1%+16.0%0.002%
5/14/2025 CreativeOne Wealth LLC94,870$18.40M0.6%+0.3%0.021%
5/14/2025 Ieq Capital LLC346,687$67.25M0.5%+13.4%0.077%
5/14/2025 Quadcap Wealth Management LLC2,422$470K0.1%-3.3%0.001%
5/14/2025 Redwood Investment Management LLC1,932$375K0.0%N/A0.000%
5/14/2025 Per Stirling Capital Management LLC.23,278$4.52M0.6%+3.4%0.005%
5/14/2025 Samalin Investment Counsel LLC2,510$487K0.2%-15.9%0.001%
5/14/2025 Kitching Partners LLC74,984$14.55M16.8%+9.4%0.017%
5/14/2025 PKS Advisory Services LLC1,386$269K0.1%+10.1%0.000%
5/14/2025 Orion Capital Management LLC42,939$8.33M3.5%-2.5%0.009%
5/14/2025 Wolfstich Capital LLC9,056$1.76M0.1%+100.0%0.002%
5/14/2025 McCarthy Asset Management Inc.124,068$24.07M17.4%-1.6%0.027%
5/14/2025 Apexium Financial LP16,956$3.29M0.2%+62.1%0.004%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC519$101K0.0%+779.7%0.000%
5/14/2025 Comerica Bank107,246$20.81M0.1%-2.2%0.024%
5/14/2025 Synovus Financial Corp64,989$12.61M0.2%+9.5%0.014%
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5/14/2025 Oak Harvest Investment Services65,943$12.79M1.8%-3.1%0.015%
5/14/2025 Southeast Asset Advisors LLC11,456$2.22M0.3%-0.7%0.003%
5/14/2025 AIMZ Investment Advisors LLC8,534$1.66M0.6%+7.2%0.002%
5/14/2025 Oliver Luxxe Assets LLC12,374$2.40M0.4%+3.7%0.003%
5/14/2025 Cadence Bank5,689$1.10M0.1%+1.8%0.001%
5/14/2025 Smartleaf Asset Management LLC8,782$1.69M0.2%+59.5%0.002%
5/14/2025 Northwestern Mutual Wealth Management Co.1,447,041$280.71M0.2%-3.9%0.320%
5/14/2025 JRM Investment Counsel LLC4,513$876K0.3%-4.6%0.001%
5/14/2025 Haverford Trust Co410,638$79.66M0.8%+3.0%0.091%
5/14/2025 Sax Wealth Advisors LLC14,869$2.88M0.2%+1.6%0.003%
(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, 2,396 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 VIG's institutional investors.

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

Of the 2,024 institutional investors that purchased Vanguard Dividend Appreciation ETF 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 109,400,225 shares in the last 24 months. This purchase volume represents approximately $20.55B in transactions.

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

Of the 1,539 institutional investors that sold Vanguard Dividend Appreciation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($993.24K), Bank of New York Mellon Corp ($922.99K), First Republic Investment Management Inc. ($842.20K), Money Concepts Capital Corp ($824.30K), Annex Advisory Services LLC ($796.91K), The Manufacturers Life Insurance Company ($794.43K), and Retirement Planning Group LLC ($570.29K).

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

Institutional investors have sold a total of 22,319,103 shares in the last 24 months. This volume of shares sold represents approximately $3.96B in transactions.



This page (NYSEARCA:VIG) was last updated on 5/21/2025 by MarketBeat.com Staff
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