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Vanguard Dividend Appreciation ETF (VIG) Institutional Ownership

Vanguard Dividend Appreciation ETF logo
$243.87 -1.13 (-0.46%)
As of 12:28 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)
1569
Total
Institutional Inflows
(last 12 months)
$4.93B
Number of
Institutional Sellers
(last 12 months)
1239
Total
Institutional Outflows
(last 12 months)
$10.45B
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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
8/20/2026 Ancora Advisors LLC68,389$16.18M0.3%-5.8%0.015%
8/20/2026 Sigma Planning Corp45,434$10.75M0.3%-8.2%0.010%
8/20/2026 Benjamin Edwards Inc.81,857$19.37M0.2%+45.0%0.018%
8/20/2026 GTS Securities LLC3,000$710K0.0%-47.4%0.001%
8/20/2026 Flputnam Investment Management Co.55,158$13.05M0.2%-0.2%0.012%
8/20/2026 Northwestern Mutual Wealth Management Co.1,519,922$359.64M0.2%-4.3%0.327%
8/20/2026 Van Den Berg Management I Inc.4,115$974K0.2%+1.3%0.001%
8/20/2026 Rational Advisors Inc.151,497$35.85M3.3%-14.0%0.033%
8/20/2026 Spinnaker Trust1,565$370K0.0%-8.6%0.000%
8/20/2026 Hollencrest Capital Management37,649$8.91M0.6%+0.4%0.008%
8/19/2026 Capital Advisors Inc. OK9,023$2.14M0.0%-1.1%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC218,582$51.72M0.0%-3.9%0.047%
8/19/2026 Chapin Davis Inc.1,028$243K0.0%-31.7%0.000%
8/19/2026 Navellier & Associates Inc.1,707$404K0.0%-4.1%0.000%
8/15/2026 First Bancorp Inc ME 3,920$928K0.4%N/A0.001%
8/12/2026 Compass Financial Management LLC30,445$7.29M0.9%N/A0.007%
8/7/2026 Trust Co. of Vermont18,290$1.71M0.1%N/A0.004%
8/7/2026 Trust Co. of Vermont48,055$11.37M0.4%N/A0.010%
8/6/2026 S&CO Inc.21,632$5.12M0.3%N/A0.005%
8/3/2026 Beacon Bank & Trust4,423$1.05M0.1%-59.7%0.001%
8/1/2026 Belpointe Asset Management LLC14,359$3.40M0.1%-3.8%0.003%
8/1/2026 Lakeside Advisors INC.4,863$1.15M0.7%+80.9%0.001%
8/1/2026 Private Management Group Inc.5,774$1.37M0.0%-0.9%0.001%
8/1/2026 Baron Silver Stevens Financial Advisors LLC183,565$43.44M5.5%+1.8%0.039%
8/1/2026 W Advisors LLC25,182$5.96M2.7%+0.3%0.005%
8/1/2026 Soltis Investment Advisors LLC1,199$284K0.0%+10.1%0.000%
8/1/2026 True Link Financial Advisors LLC277,358$65.63M3.8%+1.4%0.060%
8/1/2026 Daymark Wealth Partners LLC7,038$1.67M0.0%+13.0%0.002%
8/1/2026 Integrity Alliance LLC.38,618$9.14M0.3%-19.0%0.008%
8/1/2026 Avion Wealth2,740$648K0.1%-15.4%0.001%
8/1/2026 Integrity Advisory Solutions LLC2,835$671K0.1%+17.9%0.001%
8/1/2026 HUB Investment Partners LLC27,538$6.52M0.1%+11.6%0.006%
8/1/2026 Ball & Co Wealth Management Inc.122,288$28.94M20.5%-1.4%0.026%
8/1/2026 Bruce G. Allen Investments LLC681$161K0.1%-52.3%0.000%
8/1/2026 Narus Financial Partners LLC1,840$435K0.1%+3.7%0.000%
8/1/2026 Odyssey Capital Advisors Inc.6,680$1.58M1.1%-2.6%0.001%
8/1/2026 MGO One Seven LLC66,717$15.79M0.3%+1.4%0.014%
7/31/2026 Interactive Financial Advisors Inc.24,707$5.76M3.5%-5.9%0.005%
7/31/2026 Garde Capital Inc.57,369$13.58M0.6%-5.8%0.012%
7/31/2026 Evergreen Wealth Management LLC69,053$16.34M7.7%+2.0%0.015%
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7/31/2026 Camden National Bank4,179$989K0.1%-7.4%0.001%
7/31/2026 Ascent Wealth Partners LLC3,918$927K0.1%-9.1%0.001%
7/31/2026 Diversified Enterprises LLC719,567$170.26M8.2%+4.2%0.155%
7/31/2026 Simmons Bank4,808$1.14M0.1%-4.3%0.001%
7/31/2026 Jacobi Capital Management LLC18,355$4.34M0.2%+6.0%0.004%
7/31/2026 Linscomb Wealth Inc.17,276$4.09M0.2%-2.2%0.004%
7/31/2026 Zions Bancorporation National Association UT68,885$16.30M1.0%-3.2%0.015%
7/31/2026 Rossmore Private Capital4,638$1.10M0.1%-0.9%0.001%
7/31/2026 Calamos Wealth Management LLC4,498$1.06M0.0%+6.3%0.001%
7/31/2026 Formulate Financial LLC42,170$9.98M10.5%-1.0%0.009%
7/31/2026 Associated Banc Corp97,120$22.98M0.5%-0.3%0.021%
7/31/2026 truNorth Financial Services Inc.8,949$2.12M1.9%+3.0%0.002%
7/31/2026 Cdkv Holdings LLC7,627$1.81M1.4%-5.7%0.002%
7/31/2026 Worth Financial Advisory Group LLC3,077$728K0.3%N/A0.001%
7/31/2026 Creekside Partners31,119$7.36M2.7%+0.2%0.007%
7/31/2026 JHP Wealth Management LLC2,124$502K0.4%-2.2%0.000%
7/31/2026 Zhang Financial LLC19,251$4.56M0.1%-3.2%0.004%
7/31/2026 Bailard Inc.18,062$4.27M0.1%-0.3%0.004%
7/31/2026 Almanack Investment Partners LLC.1,725$408K0.1%N/A0.000%
7/31/2026 Kitching Partners LLC75,866$17.95M15.4%+0.5%0.016%
7/31/2026 Kaizen Financial Strategies15,809$3.74M1.2%+12.6%0.003%
7/31/2026 Carnegie Investment Counsel85,341$20.19M0.4%-10.4%0.018%
7/30/2026 Pekin Hardy Strauss Inc.13,403$3.17M0.3%-0.4%0.003%
7/30/2026 Byrne Financial Freedom LLC1,794$424K0.2%+7.7%0.000%
7/30/2026 Spectrum Investment Advisors Inc.1,431$339K0.1%+14.8%0.000%
7/30/2026 Bigelow Investment Advisors LLC50,332$11.91M4.3%-0.3%0.011%
7/30/2026 Next Level Wealth Planning LLC2,628$622K0.3%+3.8%0.001%
7/30/2026 Sather Financial Group Inc1,656$392K0.0%-13.8%0.000%
7/30/2026 First National Trust Co13,908$3.29M0.1%-3.1%0.003%
7/30/2026 CWS Financial Advisors LLC53,381$12.63M2.8%-2.5%0.011%
7/30/2026 Great Lakes Retirement Inc.3,839$908K0.1%-1.8%0.001%
7/30/2026 Acorn Wealth Advisors LLC32,240$7.63M1.9%+2.1%0.007%
7/30/2026 Ascentis Wealth Management LLC1,406$333K0.0%+18.4%0.000%
7/30/2026 Assetmark Inc.13,412$3.17M0.0%+21.7%0.003%
7/30/2026 Ascentis Independent Advisors224$53K0.1%-96.4%0.000%
7/30/2026 SkyOak Wealth LLC33,160$7.85M1.3%-0.3%0.007%
7/30/2026 Planning Center Inc.8,163$1.93M0.2%-2.9%0.002%
7/30/2026 Chicago Partners Investment Group LLC40,106$9.52M0.2%+4.7%0.009%
7/30/2026 Diversify Wealth Management LLC19,116$4.59M0.1%-0.9%0.004%
7/30/2026 Sovran Advisors LLC31,728$7.57M0.6%-1.1%0.007%
7/30/2026 Carmel Capital Partners LLC878$208K0.1%N/A0.000%
7/30/2026 Catalyst Financial Partners LLC7,056$1.67M0.2%+5.4%0.002%
7/30/2026 GreatBanc Trust CO59,236$14.02M8.7%-3.7%0.013%
7/30/2026 Team Hewins LLC2,935$694K0.2%-62.4%0.001%
7/30/2026 Beese Fulmer Investment Management Inc.16,829$3.95M0.2%+1.0%0.004%
7/30/2026 Ethic Inc.1,055$250K0.0%N/A0.000%
7/30/2026 Junk Investment Group LLC23,718$5.61M2.5%+1.2%0.005%
7/30/2026 PW Nova Financial Services LLC30,705$7.27M1.6%-0.4%0.007%
7/30/2026 Able Wealth Management LLC1,489$352K0.1%-48.9%0.000%
7/30/2026 Beacon Capital Management LLC4,918$1.16M0.2%-7.1%0.001%
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7/30/2026 Westfuller Advisors LLC1,317$312K0.1%-22.8%0.000%
7/30/2026 Centerpoint Advisory Group24,272$5.74M3.6%-3.6%0.005%
7/30/2026 High Net Worth Advisory Group LLC77,641$18.37M3.9%+0.4%0.017%
7/30/2026 Wright Wealth LLC3,126$740K0.4%+5.3%0.001%
7/30/2026 TCI Wealth Advisors Inc.4,102$971K0.0%+5.0%0.001%
7/29/2026 Nicholson Wealth Management Group LLC1,333$315K0.2%N/A0.000%
7/29/2026 Luminvest Wealth Management LLC5,582$1.32M0.3%-3.8%0.001%
7/29/2026 Signature Wealth Management Partners LLC1,317$312K0.1%-3.5%0.000%
7/29/2026 Hapanowicz & Associates Financial Services Inc89,640$21.21M6.6%+1.1%0.019%
7/29/2026 Obermeyer Wealth Partners3,736$884K0.0%+5.7%0.001%


VIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,673 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 2,279 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 ($11.32M), 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 22,408,362 shares in the last 24 months. This purchase volume represents approximately $4.93B in transactions.

Of the 1,239 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 ($3.09M), Northwestern Mutual Wealth Management Co. ($1.69M), Wealthfront Advisers LLC ($882.05K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($556.32K), Commonwealth Equity Services LLC ($421.01K), and UBS Group AG ($295.86K).

Institutional investors have sold a total of 48,305,553 shares in the last 24 months. This volume of shares sold represents approximately $10.45B in transactions.


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Institutional ownership data for NYSEARCA:VIG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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