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Vanguard Dividend Appreciation ETF (VIG) Institutional Ownership

Vanguard Dividend Appreciation ETF logo
$238.56 -3.18 (-1.32%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Number of
Institutional Buyers
(last 12 months)
1688
Total
Institutional Inflows
(last 12 months)
$13.33B
Number of
Institutional Sellers
(last 12 months)
1304
Total
Institutional Outflows
(last 12 months)
$10.78B
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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
7/29/2026Nicholson Wealth Management Group LLC1,333$315K0.2%N/A0.000%
7/29/2026Luminvest Wealth Management LLC5,582$1.32M0.3%-3.8%0.001%
7/29/2026Signature Wealth Management Partners LLC1,317$312K0.1%-3.5%0.000%
7/29/2026Hapanowicz & Associates Financial Services Inc89,640$21.21M6.6%+1.1%0.019%
7/29/2026Obermeyer Wealth Partners3,736$884K0.0%+5.7%0.001%
7/29/2026TPG Advisors LLC10,855$2.57M1.4%+3.9%0.002%
7/29/2026Prasad Wealth Partners LLC1,603$379K0.1%-18.8%0.000%
7/29/2026Keystone Financial Group34,650$8.20M0.5%+5.6%0.007%
7/29/2026Paragon Capital Management Ltd295,185$69.85M13.2%-2.3%0.063%
7/29/2026Ashton Thomas Private Wealth LLC25,164$5.95M0.1%+1.9%0.005%
7/29/2026FAS Wealth Partners Inc.91,173$21.57M1.1%+1.0%0.020%
7/29/2026Waterloo Capital L.P.2,721$644K0.0%+143.8%0.001%
7/29/2026Gilliland Jeter Wealth Management LLC45,802$10.84M2.8%+0.3%0.010%
7/29/2026Cornerstone Planning Group LLC482$115K0.0%-27.5%0.000%
7/29/2026Elm3 Financial Group LLC1,735$410K0.3%+66.2%0.000%
7/29/2026Hanson & Doremus Investment Management3,047$721K0.1%-13.4%0.001%
7/29/2026 Barnes Pettey Financial Advisors LLC1,358$321K0.1%-29.5%0.000%
7/29/2026MRWM Advisors LLC17,597$4.16M1.7%+6.3%0.004%
7/29/2026Advocate Investing Services LLC11,917$2.82M2.2%-24.9%0.003%
7/29/2026Nvwm LLC1,351$320K0.1%-37.5%0.000%
7/29/2026Clear Point Advisors Inc.5,792$1.37M1.2%N/A0.001%
7/29/2026Kovack Advisors Inc.56,876$13.45M0.6%+10.6%0.012%
7/29/2026 W.G. Shaheen & Associates DBA Whitney & Co2,261$535K0.0%+25.3%0.000%
7/29/2026 Axxcess Wealth Management LLC20,698$4.90M0.1%-5.3%0.004%
7/29/2026 Elm Partners Management LLC7,439$1.76M0.1%+3.0%0.002%
7/29/2026 Duncker Streett & Co. Inc.6,724$1.59M0.3%-2.3%0.001%
7/29/2026 Sugar Maple Asset Management LLC12,703$3.01M1.9%-3.2%0.003%
7/29/2026 Avantax Planning Partners Inc.153,420$36.30M0.9%-12.1%0.033%
7/29/2026 Defined Wealth Management LLC9,866$2.33M1.2%-0.5%0.002%
7/29/2026 Verity & Verity LLC12,557$2.97M0.2%-1.0%0.003%
7/29/2026 North Star Investment Management Corp.44,121$10.44M0.6%+0.9%0.009%
7/28/2026 Fonville Wealth Management LLC17,186$4.07M0.7%-0.9%0.004%
7/28/2026 Atria Investments Inc17,391$4.12M0.0%+189.0%0.004%
7/28/2026 Angeles Wealth Management LLC6,177$1.46M0.1%+2.8%0.001%
7/28/2026 Seek First Inc.1,856$439K0.3%-23.4%0.000%
7/28/2026 Lantern Wealth Advisors LLC4,145$981K0.4%+9.3%0.001%
7/28/2026 DDFG Inc57,336$13.57M2.7%-1.1%0.012%
7/28/2026 Mcdonald Partners LLC869$206K0.1%N/A0.000%
7/28/2026 Ascentis Wealth Management LLC32,718$7.74M0.5%+2,656.4%0.007%
7/28/2026 Creative Financial Designs Inc. ADV6,291$1.49M0.1%+6.6%0.001%
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7/28/2026 Raab & Moskowitz Asset Management LLC32,547$7.70M1.5%-0.8%0.007%
7/28/2026 Kestra Private Wealth Services LLC77,141$18.25M0.2%-3.2%0.017%
7/28/2026 Key Capital Management INC702$166K0.1%+143.8%0.000%
7/28/2026 KFA Private Wealth Group LLC1,124$266K0.1%-57.7%0.000%
7/28/2026 Latitude Advisors LLC11,461$2.71M1.1%+2.2%0.002%
7/28/2026 Strategic Financial Concepts LLC69,265$16.39M4.9%-1.9%0.015%
7/28/2026 Equity Wealth Partners LLC11,491$2.72M1.0%+2.1%0.002%
7/28/2026 Whittier Trust Co.63,743$15.24M0.1%+1.2%0.014%
7/28/2026 Clear Creek Financial Management LLC37,525$8.88M0.6%+2.4%0.008%
7/28/2026 MOKAN Wealth Management Inc.15,351$3.63M1.4%+3.8%0.003%
7/28/2026 Northwest Financial Advisors1,740$412K0.1%-9.6%0.000%
7/28/2026 Florida Trust Wealth Management Co177,904$42.10M1.0%+0.4%0.038%
7/28/2026 Whipplewood Advisors LLC16,664$3.94M2.7%-3.0%0.004%
7/28/2026 Ibex Wealth Advisors2,019$478K0.0%-16.8%0.000%
7/28/2026 Values Added Financial LLC2,825$668K0.2%+7.6%0.001%
7/28/2026 Capstone Wealth Management Group Inc.10,469$2.48M1.5%N/A0.002%
7/28/2026 Nixon Peabody Trust Co.4,076$964K0.1%N/A0.001%
7/28/2026 Krilogy Financial LLC20,286$4.80M0.1%-3.4%0.004%
7/27/2026 Pittenger & Anderson Inc.16,867$3.99M0.1%+0.9%0.004%
7/27/2026 MTM Financial Group LLC135,491$32.06M13.7%+0.5%0.029%
7/27/2026 Trademark Financial Management LLC10,969$2.60M1.1%+49.5%0.002%
7/27/2026 Fullerton Advisors LLC35,646$8.44M7.9%-0.6%0.008%
7/27/2026 Samalin Investment Counsel LLC4,866$1.15M0.4%+5.3%0.001%
7/27/2026 Blueline Advisors LLC2,005$475K0.3%+9.1%0.000%
7/27/2026 Ascentis Wealth Management LLC332,716$78.73M0.0%+27,930.0%0.071%
7/27/2026 Facet Wealth Inc.14,504$3.43M0.0%+21.4%0.003%
7/27/2026 Cambridge Investment Research Advisors Inc.872,972$206.56M0.5%+2.1%0.188%
7/27/2026 NORTHSTAR ASSET MANAGEMENT Co26,195$6.25M1.2%+1.2%0.006%
7/27/2026 Allen Capital Group LLC930$220K0.0%N/A0.000%
7/27/2026 TD Waterhouse Canada Inc.86,391$20.43M0.1%-36.3%0.019%
7/27/2026 Daviman Financial LLC924$219K0.1%N/A0.000%
7/27/2026 Oak Harvest Investment Services60,209$14.25M1.3%-3.3%0.013%
7/27/2026 Cassady Wealth & Retirement Planning LLC1,507$357K0.2%-11.7%0.000%
7/27/2026 Resonant Capital Advisors LLC129,495$30.64M1.5%-3.3%0.028%
7/27/2026 Silver Lake Advisory LLC6,868$1.63M0.6%+2.4%0.001%
7/25/2026 Midland Wealth Advisors LLC1,242$294K0.0%-11.0%0.000%
7/25/2026 Financial Perspectives Inc44,829$10.61M2.6%-2.4%0.010%
7/25/2026 Stone Loft Wealth Management LLC6,911$1.64M0.9%-39.3%0.001%
7/25/2026 Sunpointe LLC23,841$5.64M1.6%-11.5%0.005%
7/25/2026 Fortis Group Advisors LLC3,148$745K0.1%-2.5%0.001%
7/25/2026 Clarus Group Inc.1,570$371K0.1%-34.1%0.000%
7/25/2026 TMB Capital Partners LLC3,215$761K0.2%+1.9%0.001%
7/25/2026 DHJJ Financial Advisors Ltd.32,335$7.65M2.2%+2.2%0.007%
7/25/2026 BridgePort Financial Solutions LLC17,022$4.03M1.0%+3.2%0.004%
7/25/2026 WealthBridge Capital Management LLC30,868$7.30M1.5%-0.2%0.007%
7/25/2026 Quaker Wealth Management LLC5,032$1.19M0.3%-10.5%0.001%
7/25/2026 Bogart Wealth LLC1,592$377K0.0%-41.2%0.000%
7/25/2026 Bartlett & CO. Wealth Management LLC33,520$7.93M0.1%+1.3%0.007%
7/25/2026 TCV Trust & Wealth Management Inc.4,027$953K0.1%+3.5%0.001%
7/25/2026 CRA Financial Services LLC75,328$17.82M2.1%-1.3%0.016%
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7/25/2026 Brookmont Capital Management2,113$500K0.3%-12.1%0.000%
7/25/2026 Perryman Financial Advisory Inc. AD23,067$5.46M0.7%-0.5%0.005%
7/25/2026 Lansing Street Advisors11,287$2.67M0.6%+63.0%0.002%
7/25/2026 Blossom Wealth Management9,108$2.16M3.0%+2.6%0.002%
7/25/2026 James Investment Research Inc.874$207K0.0%N/A0.000%
7/25/2026 Opus Financial Solutions LLC16,879$3.99M3.2%+9.7%0.004%
7/25/2026 Pine Valley Investments Ltd Liability Co3,864$914K0.0%-2.9%0.001%
7/25/2026 Clarity Wealth Advisors LLC105,705$25.01M4.4%+1.5%0.023%
7/25/2026 Optima Capital LLC20,337$4.81M1.9%+8.3%0.004%
7/24/2026 Barrett & Company Inc.34,124$8.07M2.3%+8.6%0.007%


VIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,692 institutional investors and hedge funds held shares of Vanguard Dividend Appreciation ETF. The most heavily invested institutionals were Bank of America Corp DE ($4.66B), Morgan Stanley ($2.81B), Wells Fargo & Company MN ($2.38B), Vanguard Group Inc. ($2.35B), Wealthfront Advisers LLC ($1.93B), LPL Financial LLC ($1.52B), and UBS Group AG ($1.38B).Learn more on Vanguard Dividend Appreciation ETF's institutional investors.

Of the 2,298 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 ($35.38M), Wealthfront Advisers LLC ($22.41M), Strategic Financial Concepts LLC ($20.07M), Bank of America Corp DE ($7.05M), Castlekeep Investment Advisors LLC ($6.45M), Raymond James Financial Inc. ($5.63M), and Proficio Capital Partners LLC ($2.54M).

Institutional investors have bought a total of 63,496,322 shares in the last 24 months. This purchase volume represents approximately $13.33B in transactions.

Of the 1,301 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: Laurel Wealth Advisors LLC ($35.38M), Bank of America Corp DE ($3.65M), Northwestern Mutual Wealth Management Co. ($1.62M), Wealthfront Advisers LLC ($882.05K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($547.33K), Commonwealth Equity Services LLC ($449.98K), and Demars Financial Group LLC ($343.56K).

Institutional investors have sold a total of 49,964,548 shares in the last 24 months. This volume of shares sold represents approximately $10.78B in transactions.


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This page (NYSEARCA:VIG) was last updated on 7/29/2026 by MarketBeat.com Staff.
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