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Vanguard Dividend Appreciation ETF (VIG) Institutional Ownership

Vanguard Dividend Appreciation ETF logo
$234.65 +0.77 (+0.33%)
As of 05/29/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1708
Total
Institutional Inflows
(last 12 months)
$13.19B
Number of
Institutional Sellers
(last 12 months)
1270
Total
Institutional Outflows
(last 12 months)
$10.88B
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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
5/29/2026Krane Financial Solutions LLC3,783$814K0.6%N/A0.001%
5/29/2026Asset Dedication LLC3,958$851K0.1%+25.1%0.001%
5/28/2026 Cozad Asset Management Inc.71,337$15.34M1.2%-0.7%0.015%
5/27/2026 Security Financial Services INC.49,696$10.69M1.7%-1.0%0.011%
5/26/2026 Glenmede Trust Co. NA564,446$121.39M0.6%-1.1%0.122%
5/22/2026 WNY Asset Management LLC10,737$2.31M0.2%N/A0.002%
5/22/2026 Coastline Complete Wealth LLC100,968$21.71M13.5%+14.0%0.022%
5/22/2026 Verus Capital Partners LLC2,039$438K0.0%-34.8%0.000%
5/21/2026 Raab & Moskowitz Asset Management LLC32,811$7.06M1.6%-4.2%0.007%
5/21/2026 Vestor Capital LLC790$170K0.0%-40.0%0.000%
5/20/2026 Arete Wealth Advisors LLC28,029$6.02M0.4%-1.8%0.006%
5/19/2026 Front Row Advisors LLC5,677$1.22M0.4%+1.6%0.001%
5/19/2026 Western Wealth Management LLC108,062$23.24M0.8%+6.3%0.023%
5/19/2026 Royal Fund Management LLC18,245$3.93M0.4%+3.0%0.004%
5/19/2026 Bank of America Corp DE21,677,879$4.66B0.3%-12.4%4.697%
5/19/2026 Hamilton Wealth LLC9,552$2.05M0.1%+96.3%0.002%
5/19/2026 Wilson & Boucher Capital Management LLC15,916$3.42M2.3%+1.7%0.003%
5/19/2026 Edgestream Partners L.P.1,248$268K0.0%-55.3%0.000%
5/19/2026 Financial Insights Inc.22,357$4.81M1.6%+0.2%0.005%
5/19/2026 Centaurus Financial Inc.15,237$3.28M0.2%+5.0%0.003%
5/19/2026 Arkadios Wealth Advisors63,632$13.69M0.2%-12.6%0.014%
5/19/2026 Claris Financial LLC5,372$1.16M0.6%-1.8%0.001%
5/19/2026 Arete Wealth Advisors LLC28,029$6.02M0.4%-1.8%0.006%
5/18/2026 Sunbelt Securities Inc.7,624$1.64M0.1%-1.8%0.002%
5/18/2026 Constant Guidance Financial LLC2,631$566K0.4%N/A0.001%
5/18/2026 EverSource Wealth Advisors LLC126,760$27.26M0.8%+1.1%0.027%
5/18/2026 Talon Private Wealth LLC1,343$289K0.0%N/A0.000%
5/18/2026 Core Wealth Advisors Inc.8,736$1.88M0.4%+33.0%0.002%
5/18/2026 Royal Bank of Canada4,141,560$890.68M0.2%-0.4%0.897%
5/18/2026 Empowered Funds LLC4,331$931K0.0%+92.7%0.001%
5/18/2026 Evelyn Partners Asset Management Ltd1,490$320K0.1%+50.5%0.000%
5/18/2026 Evercore Wealth Management LLC12,177$2.62M0.0%-0.8%0.003%
5/16/2026 The Manufacturers Life Insurance Company 791,019$170.12M0.1%-11.6%0.171%
5/16/2026 Mittelman Wealth Management100,578$21.63M13.5%+2.7%0.022%
5/16/2026 KCM Investment Advisors LLC18,953$4.08M0.1%-1.6%0.004%
5/16/2026 IMG Wealth Management Inc.1,240$267K0.2%-44.5%0.000%
5/16/2026 Excelsior Advisor Network LLC24,504$5.27M2.0%+31.8%0.005%
5/16/2026 Quantinno Capital Management LP187,148$40.25M0.1%+29.8%0.041%
5/16/2026 Family Manage LLC93,105$20.02M2.4%-0.7%0.020%
5/15/2026 Cardiff Park Advisors LLC21,449$4.61M0.4%-34.5%0.005%
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5/15/2026 Gateway Wealth Partners LLC45,838$9.86M0.4%+121.2%0.010%
5/15/2026 Blue Chip Partners LLC20,154$4.33M0.3%+3.4%0.004%
5/15/2026 Cypress Capital Group5,194$1.12M0.1%+1.2%0.001%
5/15/2026 Everest Financial Group LLC2,576$554K0.1%N/A0.001%
5/15/2026 Bradley Foster & Sargent Inc. CT61,758$13.28M0.2%+2.4%0.013%
5/15/2026 Waverly Advisors LLC1,254,222$269.73M2.0%+3.1%0.272%
5/15/2026 Asset Management Group Inc.76,408$16.43M2.7%-2.4%0.017%
5/15/2026 Van Den Berg Management I Inc.4,062$874K0.2%+4.6%0.001%
5/15/2026 Vivaldi Capital Management LP7,207$1.55M0.2%-1.2%0.002%
5/15/2026 St. Louis Trust Co3,225$694K0.1%-16.7%0.001%
5/15/2026 Bridgewater Advisors Inc.37,244$8.52M0.5%-1.5%0.008%
5/15/2026 Cannell & Spears LLC3,273$690K0.0%-13.1%0.001%
5/14/2026 Renaissance Technologies LLC9,700$2.09M0.0%-39.0%0.002%
5/14/2026 Bollard Group LLC222$48K0.0%N/A0.000%
5/14/2026 Hilltop Holdings Inc.3,647$784K0.1%-3.1%0.001%
5/14/2026 Pennington Partners & CO. LLC2,460$529K0.2%+53.7%0.001%
5/14/2026 GC Wealth Management RIA LLC43,966$9.46M0.4%+9.9%0.010%
5/14/2026 Compound Planning Inc.20,533$4.42M0.1%-1.0%0.004%
5/14/2026 Klingman & Associates LLC5,064$1.09M0.1%-10.8%0.001%
5/14/2026 Modern Wealth Management LLC46,029$9.93M0.2%-7.0%0.010%
5/14/2026 Orleans Capital Management Corp LA1,864$401K0.3%-6.0%0.000%
5/14/2026 Aspen Grove Capital LLC71,957$15.48M3.0%+0.3%0.016%
5/14/2026 American Financial Advisors LLC173,077$37.22M5.0%-2.5%0.038%
5/14/2026 Sei Investments Co.7,564$1.63M0.0%+198.4%0.002%
5/14/2026 MWA Asset Management1,151$248K0.1%+11.1%0.000%
5/14/2026 Davis R M Inc.29,682$6.38M0.1%-8.9%0.006%
5/14/2026 Lido Advisors LLC99,483$21.40M0.1%-4.2%0.022%
5/14/2026 Monograph Wealth Advisors LLC7,380$1.59M0.2%+1.3%0.002%
5/13/2026 Cetera Investment Advisers1,173,338$252.34M0.3%-0.1%0.254%
5/13/2026 GSG Advisors LLC18,896$4.06M1.1%-0.4%0.004%
5/13/2026 Wealthspire Retirement LLC15,527$3.34M0.2%+11.2%0.003%
5/13/2026 Aureus Asset Management LLC4,123$887K0.1%-28.0%0.001%
5/13/2026 Dynamic Wealth Strategies LLC897$193K0.1%N/A0.000%
5/13/2026 Cambridge Associates LLC MA ADV208,306$44.80M0.7%N/A0.045%
5/13/2026 Clearwater Capital Advisors LLC1,021$220K0.0%+5.1%0.000%
5/13/2026 NewEdge Wealth LLC105,375$22.66M0.3%-4.0%0.023%
5/13/2026 Goepper Burkhardt LLC115,851$24.92M8.3%+0.5%0.025%
5/13/2026 First Citizens Bank & Trust Co.28,824$6.20M0.1%+349.6%0.006%
5/13/2026 Alesco Advisors LLC An ESL Co1,160$249K0.0%N/A0.000%
5/13/2026 First Trust Advisors LP31,613$6.80M0.0%+23.4%0.007%
5/12/2026 Insight Advisors LLC PA5,041$1.08M0.2%-34.4%0.001%
5/12/2026 Cascade Wealth Advisors Inc41,071$9.37M3.8%-0.5%0.009%
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%
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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%


VIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,662 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 2,280 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 63,162,602 shares in the last 24 months. This purchase volume represents approximately $13.19B in transactions.

Of the 1,270 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 50,507,449 shares in the last 24 months. This volume of shares sold represents approximately $10.88B in transactions.


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This page (NYSEARCA:VIG) was last updated on 5/30/2026 by MarketBeat.com Staff.
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