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Vanguard Dividend Appreciation ETF (VIG) Institutional Ownership

Vanguard Dividend Appreciation ETF logo
$204.67 +0.77 (+0.38%)
As of 06/30/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1517
Total
Institutional Inflows
(last 12 months)
$15.97B
Number of
Institutional Sellers
(last 12 months)
1193
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
6/17/2025Howe & Rusling Inc.1,394$270K0.0%N/A0.000%
6/16/2025Maple Capital Management Inc.5,022$974K0.1%+1.2%0.001%
6/16/2025Peterson Wealth Management38,917$7.55M5.1%-26.9%0.009%
6/13/2025Optima Capital LLC14,019$2.72M1.7%+9.4%0.003%
6/10/2025Compass Financial Services Inc7,440$1.44M0.8%-1.8%0.002%
6/6/2025Blue Oak Capital LLC3,283$637K0.4%-4.3%0.001%
6/3/2025Invst LLC5,263$1.02M0.1%-4.1%0.001%
6/2/2025Modern Wealth Management LLC48,176$9.35M0.3%+77.3%0.011%
5/29/2025Plum Street Advisors LLC1,631$316K0.2%+48.8%0.000%
5/28/2025Jones Financial Companies Lllp1,096,198$210.44M0.2%+27.4%0.243%
5/28/2025GK Wealth Management LLC7,577$1.47M1.7%+60.3%0.002%
5/28/2025Ellsworth Advisors LLC3,138$609K0.2%-14.4%0.001%
5/28/2025Intrua Financial LLC1,568$304K0.0%-45.6%0.000%
5/28/2025Turn8 Private Wealth Inc.8,418$1.65M1.3%-11.7%0.002%
5/27/2025Jacobi Capital Management LLC14,821$2.88M0.2%+15.5%0.003%
5/27/2025Advisors Capital Management LLC14,352$2.78M0.0%+8.3%0.003%
5/23/2025SWAN Capital LLC66,434$12.89M6.0%-3.6%0.015%
5/23/2025Strategic Financial Services Inc.5,467$1.06M0.1%-12.6%0.001%
5/23/2025Twin Lakes Capital Management LLC164$32K0.0%-68.0%0.000%
5/22/2025Rollins Financial Advisors LLC3,126$606K0.1%+2.4%0.001%
5/22/2025BOS Asset Management LLC8,745$1.70M0.6%-5.3%0.002%
5/21/2025Westbourne Investments Inc.3,383$656K0.4%+8.6%0.001%
5/21/2025McAdam LLC4,270$828K0.1%-14.2%0.001%
5/21/2025Geneos Wealth Management Inc.15,084$2.93M0.1%+8.0%0.003%
5/21/2025Schmidt P J Investment Management Inc.17,714$3.44M0.6%-2.2%0.004%
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%
5/20/2025Focus 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%
5/19/2025SageView Advisory Group LLC7,514$1.46M0.1%+1.3%0.002%
5/19/2025Advisory Alpha LLC142,524$27.65M0.9%+2.4%0.032%
5/19/2025SCS Capital Management LLC125,685$24.38M0.3%N/A0.028%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC694,758$134.78M0.0%N/A0.154%
5/16/2025Wilson & Boucher Capital Management LLC15,919$3.09M2.3%+0.9%0.004%
5/16/2025Empowered Funds LLC29,143$5.65M0.1%+912.3%0.006%
5/16/2025Logan Capital Management Inc.7,327$1.42M0.1%-2.5%0.002%
5/16/2025Northeast Financial Consultants Inc638,946$123.95M5.5%-4.6%0.141%
5/16/2025Ascent Group LLC9,475$1.84M0.1%+309.3%0.002%
5/16/2025Coppell Advisory Solutions LLC5,526$1.05M0.1%+1.8%0.001%
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5/16/2025United Services Automobile Association11,222$2.18M0.1%-8.1%0.002%
5/16/2025Arete Wealth Advisors LLC29,064$5.64M0.4%-22.9%0.006%
5/16/2025Bell Investment Advisors Inc19,309$3.75M0.7%+2.5%0.004%
5/16/2025Signature Estate & Investment Advisors LLC63,972$12.41M0.3%+14.6%0.014%
5/16/2025Everstar Asset Management LLC32,140$6.24M1.2%N/A0.007%
5/16/2025Ashton Thomas Private Wealth LLC15,685$3.04M0.1%+36.3%0.003%
5/16/2025Goldman Sachs Group Inc.723,499$140.35M0.0%-4.9%0.161%
5/16/2025Kestra Investment Management LLC1,126$218K0.0%N/A0.000%
5/16/2025Jones Financial Companies Lllp433,583$83.09M0.1%-49.6%0.096%
5/16/2025Raab & Moskowitz Asset Management LLC36,280$7.04M1.8%-3.1%0.008%
5/16/2025Rise Advisors LLC2,774$538K0.2%+17.8%0.001%
5/16/2025Plancorp LLC1,726$335K0.0%-40.1%0.000%
5/16/2025Plotkin Financial Advisors LLC40,693$7.89M4.9%+0.9%0.009%
5/16/2025National Wealth Management Group LLC4,310$836K0.5%-23.7%0.001%
5/16/2025NewEdge Advisors LLC317,146$61.52M0.4%-0.9%0.070%
5/16/2025Integrated Wealth Concepts LLC42,411$8.23M0.1%-6.1%0.009%
5/16/2025KDT Advisors LLC9,940$1.93M2.8%+14.3%0.002%
5/16/2025Greenline Partners LLC1,624$315K0.0%N/A0.000%
5/16/2025Hancock Whitney Corp1,355$263K0.0%N/A0.000%
5/16/2025Clark Capital Management Group Inc.1,073$208K0.0%-45.1%0.000%
5/16/2025Curi RMB Capital LLC63,298$12.28M0.3%-20.2%0.014%
5/16/2025AQR Capital Management LLC75,828$14.71M0.0%+38.7%0.017%
5/16/2025AlTi Global Inc.3,201$621K0.0%-9.0%0.001%
5/16/2025Alexis Investment Partners LLC40,179$7.73M3.7%+2.3%0.009%
5/16/2025Almitas Capital LLC10,314$2.00M0.7%+97.8%0.002%
5/16/2025Ancora Advisors LLC63,934$12.40M0.3%+7.2%0.014%
5/15/2025Federation des caisses Desjardins du Quebec12,341$2.39M0.0%-40.0%0.003%
5/15/2025EP Wealth Advisors LLC141,540$27.46M0.2%+14.9%0.031%
5/15/2025LGL Partners LLC15,709$3.05M1.5%-24.0%0.003%
5/15/2025GW Henssler & Associates Ltd.40,971$7.95M0.4%+18.6%0.009%
5/15/2025Core Wealth Advisors Inc.5,210$1.01M0.3%+20.7%0.001%
5/15/2025Focus Partners Advisor Solutions LLC71,678$13.91M0.2%+3.0%0.016%
5/15/2025Flputnam Investment Management Co.60,645$11.76M0.2%+0.4%0.013%
5/15/2025Royal Bank of Canada3,739,419$725.41M0.2%+1.1%0.827%
5/15/2025Betterment LLC133,117$25.82M0.1%+6.9%0.029%
5/15/2025Retirement Planning Co of New England Inc.7,224$1.40M0.5%N/A0.002%
5/15/2025Cura Wealth Advisors LLC1,785$346K0.1%+50.8%0.000%
5/15/2025MAI Capital Management931,754$180.75M1.4%+0.3%0.206%
5/15/2025Calton & Associates Inc.4,624$897K0.2%N/A0.001%
5/15/2025FRG Family Wealth Advisors LLC72,529$14.07M2.7%-1.5%0.016%
5/15/2025Second Line Capital LLC3,158$613K0.2%+12.7%0.001%
5/15/2025Connecticut Wealth Management LLC196,589$38.14M2.0%+0.2%0.043%
5/15/2025Certior Financial Group LLC1,645$319K0.3%-87.8%0.000%
5/15/2025Titleist Asset Management LLC29,419$5.71M0.7%+48.8%0.007%
5/15/2025Baird Financial Group Inc.609,741$118.28M0.2%-7.5%0.135%
5/15/2025Pinnacle Wealth Planning Services Inc.1,549$301K0.0%+34.5%0.000%
5/15/2025Vident Advisory LLC8,044$1.56M0.0%-17.9%0.002%
5/15/2025Evergreen Capital Management LLC66,722$12.94M0.4%-2.2%0.015%
5/15/2025The Manufacturers Life Insurance Company 975,758$189.29M0.2%+2.0%0.216%
5/15/2025Safe Harbor Fiduciary LLC162$31K0.0%N/A0.000%
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5/15/2025WPG Advisers LLC280$54K0.1%N/A0.000%
5/15/2025TD Capital Management LLC193,806$37.60M3.8%-0.1%0.043%
5/15/2025Gerber Kawasaki Wealth & Investment Management10,651$2.07M0.1%+3.0%0.002%
5/15/2025Hanover Advisors Inc.87,614$17.00M7.4%-2.5%0.019%
5/15/2025Clarity Asset Management Inc.294$57K0.0%+332.4%0.000%
5/14/2025Truvestments Capital LLC520$101K0.0%N/A0.000%
5/14/2025KilterHowling LLC126,165$24.31M15.7%+2.7%0.028%
5/14/2025Transamerica Financial Advisors LLC17,716$3.44M0.4%+4.7%0.004%
5/14/2025Delta Investment Management LLC2,312$449K0.1%+36.2%0.001%
5/14/2025Note Advisors LLC6,995$1.36M1.1%+16.0%0.002%
(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, 2,401 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 Vanguard Dividend Appreciation ETF's institutional investors.

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

Of the 2,024 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: 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 82,370,876 shares in the last 24 months. This purchase volume represents approximately $15.97B in transactions.

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

Of the 1,193 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: Annex Advisory Services LLC ($790.92K), Bank of New York Mellon Corp ($765.35K), Retirement Planning Group LLC ($565.54K), JPMorgan Chase & Co. ($525.92K), Jones Financial Companies Lllp ($427.07K), Independent Advisor Alliance ($397.02K), and Focus Partners Wealth ($336.83K).

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

Institutional investors have sold a total of 10,684,838 shares in the last 24 months. This volume of shares sold represents approximately $2.05B in transactions.



This page (NYSEARCA:VIG) was last updated on 7/1/2025 by MarketBeat.com Staff
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