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Vanguard Dividend Appreciation ETF (VIG) Institutional Ownership

Vanguard Dividend Appreciation ETF logo
$238.62 +1.21 (+0.51%)
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)
1723
Total
Institutional Inflows
(last 12 months)
$13.27B
Number of
Institutional Sellers
(last 12 months)
1286
Total
Institutional Outflows
(last 12 months)
$10.89B
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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
7/9/2026Shrier Wealth Management LLC39,282$9.30M3.1%+3.0%0.008%
7/9/2026Revolve Wealth Partners LLC3,841$909K0.1%-1.1%0.001%
7/9/2026Key Client Fiduciary Advisors LLC8,888$2.10M0.6%+8.6%0.002%
7/9/2026Asset Advisory Group Inc.35,826$8.48M3.7%+2.3%0.008%
7/9/2026Vista Investment Partners LLC1,437$340K0.1%+4.7%0.000%
7/9/2026Centurion Wealth Management LLC21,240$5.03M1.2%-1.1%0.005%
7/9/2026Bay Rivers Group31,058$7.35M2.5%+1.1%0.007%
7/9/2026Wealthcare Capital Partners LLC12,003$2.84M1.2%+6.3%0.003%
7/9/2026CPA Asset Management Group LLC18,761$4.44M1.3%-4.8%0.004%
7/9/2026Friday Financial20,981$5.01M1.3%+10.9%0.005%
7/9/2026Sapient Capital LLC158,832$37.58M0.5%+1.2%0.034%
7/9/2026Focus Financial Network Inc.112,982$26.73M0.8%+3.4%0.024%
7/9/2026Wealthcare Capital Management LLC1,540$364K0.0%-3.5%0.000%
7/9/2026Pettinga Financial Advisors LLC3,337$790K0.1%-23.3%0.001%
7/9/2026Allied Private Wealth LLC1,256$298K0.2%N/A0.000%
7/9/2026Kastel Capital Advisors LLC27,602$6.53M3.9%+1.6%0.006%
7/9/2026Wealth Science Advisors LLC1,475$349K0.2%-6.5%0.000%
7/9/2026Everhart Financial Group Inc.5,226$1.24M0.1%-71.1%0.001%
7/9/2026Sax Wealth Advisors LLC72,700$17.20M0.6%+60.5%0.016%
7/9/2026Oliver Luxxe Assets LLC12,864$3.04M0.4%+3.4%0.003%
7/9/2026Everpar Advisors LLC907$215K0.1%N/A0.000%
7/9/2026Ehrlich Financial Group21,158$5.01M2.6%+2.5%0.005%
7/9/2026 West Financial Advisors LLC34,525$8.17M1.2%-7.2%0.007%
7/9/2026 Ledgewood Wealth Advisors LLC4,985$1.18M0.6%-8.1%0.001%
7/9/2026 Breakwater Capital Group2,434$576K0.1%-2.2%0.001%
7/9/2026 Sunburst Financial Group LLC12,158$2.88M0.5%-0.4%0.003%
7/9/2026 Agate Pass Investment Management LLC4,501$1.07M0.4%-3.6%0.001%
7/9/2026 Valeo Financial Advisors LLC6,736$1.59M0.0%-2.9%0.001%
7/9/2026 Private Wealth Group LLC1,709$404K0.2%-18.3%0.000%
7/8/2026 Gradient Investments LLC1,683$398K0.0%-35.6%0.000%
7/8/2026 Beacon Bank & Trust4,423$1.05M0.2%-59.7%0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.4,191$992K0.4%+4.4%0.001%
7/8/2026 Baring Financial LLC22,871$5.41M3.0%+2.0%0.005%
7/8/2026 Beacon Investment Advisory Services Inc.206,869$48.95M1.8%-0.2%0.044%
7/8/2026 Beacon Financial Strategies CORP2,794$661K0.3%+10.8%0.001%
7/8/2026 Quantum Financial Advisors LLC1,860$440K0.0%+10.4%0.000%
7/8/2026 AAFMAA Wealth Management & Trust LLC14,374$3.40M1.2%+17.3%0.003%
7/8/2026 Strategic Investment Solutions Inc. IL7,143$1.69M0.4%-8.7%0.002%
7/8/2026 First Heartland Consultants Inc.22,332$5.28M0.3%+3.7%0.005%
7/8/2026 Kwmg LLC11,257$2.66M0.2%-11.8%0.002%
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7/8/2026 White Wing Wealth Management56,630$13.40M7.0%+9.0%0.012%
7/8/2026 Sonoma Allocations LLC1,455$346K0.1%-13.4%0.000%
7/8/2026 LifeGoal Investments LLC2,858$676K0.3%+1.5%0.001%
7/8/2026 Scott & Selber Inc.25,782$6.10M1.3%-5.0%0.006%
7/8/2026 Praetorian Wealth Management Inc.2,836$671K0.1%-1.5%0.001%
7/8/2026 RVW Wealth LLC5,801$1.37M0.1%+3.0%0.001%
7/8/2026 Elmwood Wealth Management Inc.16,780$3.97M1.0%-3.7%0.004%
7/8/2026 Mallini Complete Financial Planning LLC1,642$389K0.3%+6.9%0.000%
7/8/2026 Apella Capital LLC57,311$13.69M0.2%-1.7%0.012%
7/8/2026 Orser Capital Management LLC16,455$3.89M2.0%+8.3%0.004%
7/8/2026 Prodigy Asset Management LLC201,427$47.66M14.4%+12.6%0.043%
7/8/2026 Clark Asset Management LLC3,950$935K0.1%+15.8%0.001%
7/8/2026 Evanson Financial LLC11,191$2.65M0.1%N/A0.002%
7/8/2026 Eclectic Associates Inc. ADV224,918$53.22M6.1%+5.1%0.048%
7/8/2026 Thrive Wealth Management LLC3,718$880K0.1%-1.1%0.001%
7/8/2026 Integrated Capital Management Inc.44,180$10.45M7.3%+5.7%0.009%
7/8/2026 Chapin Davis Inc.1,028$243K0.0%-31.7%0.000%
7/7/2026 Pioneer Wealth Management Group1,089$258K0.1%-21.6%0.000%
7/7/2026 Fermata Advisors LLC1,312$311K0.1%-5.8%0.000%
7/7/2026 180 Wealth Advisors LLC42,713$10.11M1.0%-2.3%0.009%
7/7/2026 Post Resch Tallon Group Inc.17,710$4.19M2.9%+3.6%0.004%
7/7/2026 Foster Group Inc.847$200K0.0%N/A0.000%
7/7/2026 Mechanics Bank Trust Department3,849$911K0.1%+2.2%0.001%
7/7/2026 Mirador Capital Partners LP1,384$327K0.0%-4.4%0.000%
7/7/2026 Integral Investment Advisors Inc.72,446$17.14M3.8%+3.0%0.016%
7/7/2026 DMKC Advisory Services LLC145,753$34.49M6.5%+545.7%0.032%
7/7/2026 Dynamic Advisor Solutions LLC24,681$5.84M0.2%-7.8%0.005%
7/7/2026 Willner & Heller LLC4,011$949K0.6%-3.2%0.001%
7/7/2026 Graves Light Lenhart Wealth Inc.114,747$27.15M2.5%-0.2%0.025%
7/7/2026 GK Wealth Management LLC9,808$2.32M1.2%N/A0.002%
7/7/2026 Avior Wealth Management LLC6,880$1.63M0.0%-8.4%0.001%
7/7/2026 Crescent Sterling Ltd.1,035$245K0.2%N/A0.000%
7/7/2026 Harbor Investment Advisory LLC15,768$3.73M0.3%+0.8%0.003%
7/7/2026 Calder Financial LLC22,440$5.31M5.0%-2.5%0.005%
7/7/2026 Canandaigua National Bank & Trust Co.4,307$1.02M0.1%N/A0.001%
7/7/2026 Sandy Cove Advisors LLC35,522$8.41M2.1%+5.1%0.008%
7/7/2026 Brighton Securities CORP.880$208K0.1%-9.5%0.000%
7/7/2026 Arlington Trust Co LLC132,966$31.46M2.7%+0.5%0.029%
7/7/2026 Waller Financial Planning Group Inc.29,556$6.99M1.4%-0.4%0.006%
7/7/2026 Trinity Financial Advisors LLC1,607$380K0.1%-8.0%0.000%
7/7/2026 CGN Advisors LLC11,441$2.71M0.2%-1.1%0.002%
7/7/2026 PPS&V Asset Management Consultants Inc.6,252$1.48M0.8%-7.4%0.001%
7/7/2026 CoreCap Advisors LLC4,263$1.01M0.0%+4.3%0.001%
7/7/2026 Pacific Excel Wealth Advisors Inc.3,008$712K0.3%N/A0.001%
7/7/2026 St. Clair Advisors LLC14,565$3.45M0.9%+1.6%0.003%
7/7/2026 Moulton Wealth Management Inc.5,211$1.23M0.8%N/A0.001%
7/6/2026 Hobart Private Capital LLC4,493$1.06M0.2%+2.6%0.001%
7/6/2026 Sincerus Advisory LLC21,054$4.98M3.4%-1.3%0.005%
7/6/2026 Vigilare Wealth Management69,399$16.42M5.0%+167.5%0.015%
7/6/2026 Stonebridge Financial Group LLC22,082$5.23M0.4%-2.4%0.005%
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7/6/2026 Bulwark Capital Corp6,485$1.53M0.9%-45.4%0.001%
7/6/2026 RDA Financial Network6,685$1.58M0.3%+4.2%0.001%
7/6/2026 Trilogy Capital Inc.4,056$960K0.0%+2.3%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB4,006$948K0.0%-2.4%0.001%
7/2/2026 Versant Capital Management Inc10,915$2.58M0.2%+5.0%0.002%
7/2/2026 Collective Family Office LLC8,458$2.00M0.4%+1.4%0.002%
7/2/2026 CX Institutional2,331$552K0.0%-3.2%0.001%
7/1/2026 Eastern Bank7,967$1.89M0.0%-3.0%0.002%
7/1/2026 Global Wealth Strategies & Associates106,556$25.21M4.8%+10.8%0.023%
6/30/2026VectorGlobal IAG Inc.1,230$265K0.1%N/A0.000%


VIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,676 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 2,292 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 63,449,732 shares in the last 24 months. This purchase volume represents approximately $13.26B in transactions.

Of the 1,282 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 50,528,588 shares in the last 24 months. This volume of shares sold represents approximately $10.89B in transactions.


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This page (NYSEARCA:VIG) was last updated on 7/9/2026 by MarketBeat.com Staff.
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