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Vanguard Dividend Appreciation ETF (VIG) Institutional Ownership

Vanguard Dividend Appreciation ETF logo
$228.06 -0.05 (-0.02%)
As of 05/8/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1741
Total
Institutional Inflows
(last 12 months)
$13.50B
Number of
Institutional Sellers
(last 12 months)
1291
Total
Institutional Outflows
(last 12 months)
$10.54B
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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
5/8/2026 PNC Financial Services Group Inc.407,537$87.65M0.1%+6.7%0.088%
5/8/2026 HORAN Wealth LLC14,148$3.11M0.3%+100.0%0.003%
5/8/2026 Burling Wealth Partners LLC12,557$2.70M0.4%+0.4%0.003%
5/8/2026 Wilkerson Advisory Group LLC164$35K0.0%+198.2%0.000%
5/8/2026 Stone Loft Wealth Management LLC11,381$2.45M1.7%N/A0.002%
5/8/2026 Glenview Trust Co3,902$839K0.0%+2.4%0.001%
5/8/2026 Madison Asset Management LLC11,271$2.42M0.0%-0.5%0.002%
5/8/2026 Cassaday & Co Wealth Management LLC10,602$2.28M0.0%+7.9%0.002%
5/8/2026 JMG Financial Group Ltd.19,647$4.23M0.1%+6.1%0.004%
5/8/2026 Cutler Investment Counsel LLC8,405$1.81M0.2%-1.2%0.002%
5/8/2026 MWA Asset Management1,151$248K0.1%+11.1%0.000%
5/8/2026 Johnson Financial Group Inc.15,971$3.44M0.1%-1.4%0.003%
5/7/2026 Beta Wealth Group Inc.4,681$1.01M0.4%-6.4%0.001%
5/7/2026 Hanover Advisors Inc.82,606$17.77M7.2%-0.2%0.018%
5/7/2026 Earned Wealth Advisors LLC22,617$4.86M0.3%+5.1%0.005%
5/7/2026 Commonwealth Financial Services LLC1,550$333K0.1%+6.9%0.000%
5/7/2026 Carson Advisory Inc.6,354$1.37M0.7%+4.2%0.001%
5/7/2026 Hollencrest Capital Management37,493$8.06M0.3%+0.1%0.008%
5/7/2026 Continuum Wealth Advisors LLC1,449$312K0.1%-7.9%0.000%
5/7/2026 Wells Financial Advisors INC298$64K0.3%-87.8%0.000%
5/7/2026 Human Investing LLC160,821$34.59M5.0%+2.1%0.035%
5/7/2026 Scarborough Advisors LLC131$28K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC58,338$12.55M0.2%+5.7%0.013%
5/7/2026 Ironwood Investment Counsel LLC7,096$1.53M0.2%-6.8%0.002%
5/7/2026 Planning Alternatives Ltd. ADV18,883$4.06M0.5%-92.9%0.004%
5/7/2026 Decker Wealth Management LLC7,636$1.64M0.4%N/A0.002%
5/7/2026 Next Capital Management LLC14,617$3.14M1.0%+9.4%0.003%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.6,969$1.50M1.0%-74.5%0.002%
5/7/2026 Regimen Wealth LLC2,258$486K0.1%-9.9%0.000%
5/7/2026 S&CO Inc.21,632$4.65M0.3%-0.3%0.005%
5/7/2026 Liberty Square Wealth Partners LLC3,097$666K0.2%-9.6%0.001%
5/7/2026 True North Advisors LLC5,401$1.16M0.1%+275.6%0.001%
5/7/2026 Windward Private Wealth Management Inc.36,111$7.77M2.7%-1.0%0.008%
5/7/2026 Ascent Wealth Partners LLC4,312$927K0.1%+8.7%0.001%
5/6/2026 Aviance Capital Partners LLC12,882$2.77M0.3%-0.7%0.003%
5/6/2026 Bartlett & CO. Wealth Management LLC33,100$7.51M0.1%+1.4%0.007%
5/6/2026 Ranch Capital Advisors Inc.38,329$8.24M3.0%+0.6%0.008%
5/6/2026 Zhang Financial LLC19,893$4.28M0.1%-0.4%0.004%
5/6/2026 Simon Quick Advisors LLC18,171$3.91M0.2%-0.8%0.004%
5/6/2026 Gryphon Financial Partners LLC1,220$262K0.0%-59.2%0.000%
5/6/2026 Arcus Capital Partners LLC3,506$754K0.3%-6.7%0.001%
5/6/2026 Durante & Waters LLC9,951$2.14M1.5%-6.1%0.002%
5/6/2026 Modera Wealth Management LLC1,612,753$346.84M4.2%+4.0%0.349%
5/6/2026 Juno Financial Group LLC97,163$20.90M8.2%+2.5%0.021%
5/6/2026 Assetmark Inc.11,020$2.37M0.0%-31.5%0.002%
5/6/2026 Paradigm Capital Management LLC NV59,053$12.70M11.6%+0.8%0.013%
5/6/2026 Prospect Financial Group LLC3,655$786K0.7%-1.3%0.001%
5/6/2026 Gould Asset Management LLC CA1,808$389K0.1%+33.1%0.000%
5/6/2026 Main Street Group LTD1,467$315K0.1%-4.3%0.000%
5/6/2026 Angeles Wealth Management LLC6,009$1.29M0.1%-1.9%0.001%
5/6/2026 Clearstead Trust LLC333$72K0.0%-53.0%0.000%
5/6/2026 Bessemer Group Inc.31,995$6.88M0.0%-3.8%0.007%
5/6/2026 Gerald Baker Financial Group LLC86,917$17.02M5.7%N/A0.019%
5/6/2026 One Day In July LLC32,533$7.00M0.6%+5.7%0.007%
5/6/2026 Frisch Financial Group Inc.3,289$707K0.1%-6.3%0.001%
5/6/2026 Thayer Partners LLC MA10,430$2.24M1.1%+1.5%0.002%
5/6/2026 Independent Financial Group LLC34,939$7.51M0.2%N/A0.008%
5/6/2026 Prosperity Consulting Group LLC32,290$6.94M0.3%-2.1%0.007%
5/6/2026 Smart Money Group LLC1,915$412K0.1%-2.7%0.000%
5/6/2026 Frazier Financial Advisors LLC19,839$4.27M2.4%-89.7%0.004%
5/6/2026 CPA Asset Management Group LLC19,715$4.24M1.4%-1.3%0.004%
5/5/2026 Evergreen Advisors LLC6,895$1.48M0.3%+18.8%0.001%
5/5/2026 Noesis Capital Mangement Corp1,330$286K0.0%+44.6%0.000%
5/5/2026 Gallagher Capital Advisors LLC2,569$552K0.3%+54.7%0.001%
5/5/2026 Wealthfront Advisers LLC8,997,146$1.93B4.2%-8.9%1.950%
5/5/2026 D.A. Davidson & CO.245,039$52.70M0.3%+28.9%0.053%
5/5/2026 Navigation Group LLC985$212K0.0%N/A0.000%
5/5/2026 Beaumont Financial Advisors LLC1,561$336K0.0%-37.7%0.000%
5/5/2026 Bank of New York Mellon Corp965,770$207.70M0.0%-9.7%0.209%
5/5/2026 truNorth Financial Services Inc.8,690$1.87M1.9%+2.7%0.002%
5/5/2026 Good Harbor Advisors Inc.15,921$3.42M3.7%+3.4%0.003%
5/5/2026 Collaborative Wealth Managment Inc.4,946$1.06M0.5%-13.3%0.001%
5/5/2026 Schwallier Wealth Management LLC2,381$512K0.4%-21.9%0.001%
5/5/2026 Journey Advisory Group LLC74,267$15.97M1.4%-2.3%0.016%
5/5/2026 Harmony Asset Management LLC5,899$1.27M0.4%-1.8%0.001%
5/5/2026 Geneos Wealth Management Inc.18,407$3.96M0.1%+0.9%0.004%
5/5/2026 NFSG Corp1,143$246K0.0%-32.0%0.000%
5/5/2026 Signet Financial Management LLC40,629$8.74M1.0%-1.8%0.009%
5/5/2026 SouthState Bank Corp111,535$23.99M1.1%+0.1%0.024%
5/5/2026 Advisors Preferred LLC55,983$12.04M1.8%+2.3%0.012%
5/5/2026 M3 Wealth Management LLC51,328$11.04M8.5%+7.0%0.011%
5/5/2026 Sanctuary Advisors LLC490,072$105.40M0.6%+3.5%0.106%
5/5/2026 BlueChip Wealth Advisors LLC4,468$961K0.4%-27.1%0.001%
5/5/2026 Sigma Planning Corp49,479$10.64M0.3%+14.5%0.011%
5/5/2026 Cornerstone Advisory LLC154,651$33.26M3.1%+0.3%0.034%
5/5/2026 Camden National Bank4,513$971K0.1%-9.8%0.001%
5/5/2026 Conservest Capital Advisors Inc.19,096$4.11M0.4%-0.7%0.004%
5/5/2026 Mosaic Advisors LLC22,912$5.20M7.0%+40.2%0.005%
5/5/2026 CFO Capital Management LLC2,671$563K0.4%-8.7%0.001%
5/5/2026 Nwam LLC34,472$7.41M0.4%-2.3%0.007%
5/5/2026 Avantax Planning Partners Inc.174,460$37.52M1.0%-22.6%0.038%
5/4/2026 Riverpoint Wealth Management Holdings LLC19,148$4.12M0.9%+0.3%0.004%
5/4/2026 Calamos Wealth Management LLC4,232$910K0.0%+12.4%0.001%
5/4/2026 Calamos Advisors LLC4,232$910K0.0%N/A0.001%
5/4/2026 AMG National Trust Bank170,935$36.76M0.8%+11.6%0.037%
5/4/2026 Retirement Planning Group LLC97,861$21.05M0.7%-11.1%0.021%
5/4/2026 Mattern Capital Management LLC1,706$367K0.0%+15.7%0.000%
5/4/2026 Objective Capital Management LLC5,788$1.25M1.3%-1.6%0.001%
5/4/2026 Lutz Financial Services LLC4,051$871K0.1%+7.7%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management13,167$2.83M0.0%+5.2%0.003%


VIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,665 institutional investors and hedge funds held shares of Vanguard Dividend Appreciation ETF. The most heavily invested institutionals were Bank of America Corp DE ($5.44B), 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 2,283 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 64,799,209 shares in the last 24 months. This purchase volume represents approximately $13.50B in transactions.

Of the 1,291 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), Northwestern Mutual Wealth Management Co. ($1.68M), Wealthfront Advisers LLC ($882.05K), JPMorgan Chase & Co. ($589.25K), Bank of America Corp DE ($583.54K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($547.33K), and Commonwealth Equity Services LLC ($449.98K).

Institutional investors have sold a total of 49,079,643 shares in the last 24 months. This volume of shares sold represents approximately $10.54B in transactions.


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This page (NYSEARCA:VIG) was last updated on 5/10/2026 by MarketBeat.com Staff.
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