VANGUARD DIVIDEND APPREC ETF VIG
$238.62
+0.9% 52w: $205.66 – $238.62
Latest 13F among current holders filed 22 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data205.66222.14238.62
Aug 18, 2025 Jul 2, 2026
Institutional holders
2.5K
+3 QoQ
13F value
$46.11B
-4.0% QoQ
Smart-money holders
133
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
7.5×
$84.3M calls / $11.3M puts
Institutional value by quarter
Number of holders
Who owns VIG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 21.7M | $4.66B | 0.3% | -12.4% |
| MORGAN STANLEY | Bank broker | 13.0M | $2.80B | 0.2% | +1.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 10.8M | $2.32B | 0.5% | -0.2% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 10.6M | $2.29B | — | — |
| Wealthfront Advisers LLC | Wealth advisor | 9.0M | $1.93B | 4.2% | -8.9% |
| LPL Financial LLC | Bank broker | 7.0M | $1.51B | 0.4% | +1.3% |
| UBS Group AG | Bank broker | 6.3M | $1.36B | 0.2% | +1.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.7M | $1.23B | 0.4% | +2.3% |
| HB Wealth Management, LLC | Wealth advisor | 5.8M | $1.23B | 8.0% | +1.0% |
| ROYAL BANK OF CANADA | Bank broker | 4.1M | $890.7M | 0.2% | -0.4% |
| JPMORGAN CHASE & CO | Bank broker | 3.2M | $673.3M | 0.0% | -1.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.5M | $537.0M | 0.1% | +8.7% |
| PRUDENTIAL FINANCIAL INC | Insurance | 2.5M | $535.0M | 0.7% | -7.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.4M | $526.2M | 0.1% | -6.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.4M | $510.6M | 0.7% | -7.7% |
| HighTower Advisors, LLC | Diversified mechanical | 2.4M | $505.7M | 0.5% | -0.3% |
| SIGNATUREFD, LLC | Wealth advisor | 2.2M | $473.8M | 7.3% | +2.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.1M | $433.3M | 0.2% | +18.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.0M | $420.4M | 0.6% | +3.5% |
| Modera Wealth Management, LLC | Wealth advisor | 1.6M | $346.8M | 4.2% | +4.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.6M | $341.4M | 0.2% | +0.7% |
| Corient Private Wealth LLC | Diversified mechanical | 1.5M | $328.1M | 0.5% | -47.4% |
| Mariner, LLC | Diversified mechanical | 1.4M | $293.2M | 0.3% | -2.1% |
| Joel Isaacson & Co., LLC | Wealth advisor | 1.3M | $290.1M | 9.6% | +2.3% |
| Waverly Advisors, LLC | Wealth advisor | 1.3M | $269.7M | 2.0% | +3.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.2M | $264.8M | 0.5% | +2.2% |
| Creative Planning | Wealth advisor | 1.2M | $259.1M | 0.2% | +7.0% |
| Howard Capital Management Inc. | Wealth advisor | 1.2M | $258.5M | 4.2% | -2.4% |
| Cetera Investment Advisers | Wealth advisor | 1.2M | $252.3M | 0.3% | -0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.1M | $247.6M | — | -27.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.0M | $222.7M | 0.2% | -2.2% |
| BROWN ADVISORY INC | Diversified mechanical | 986.3K | $212.1M | 0.3% | +0.8% |
| MAI Capital Management | Wealth advisor | 976.0K | $209.9M | 1.2% | -2.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 965.8K | $207.7M | 0.0% | -9.7% |
| ASPIRIANT, LLC | Wealth advisor | 955.1K | $205.4M | 5.9% | +0.1% |
| Cerity Partners LLC | Diversified mechanical | 933.6K | $201.0M | 0.3% | +8.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 854.9K | $183.9M | 0.5% | -0.6% |
| DAVENPORT & Co LLC | Diversified mechanical | 853.8K | $183.6M | 1.0% | +12.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 831.2K | $178.8M | 0.2% | -3.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 824.5K | $177.3M | 0.3% | -0.5% |
| Confluence Wealth Services, Inc. | Wealth advisor | 816.9K | $175.7M | 6.8% | +5.9% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 791.0K | $170.1M | 0.1% | -11.6% |
| Cresset Asset Management, LLC | Wealth advisor | 765.8K | $164.7M | 0.7% | -1.7% |
| Nicholas Hoffman & Company, LLC. | Wealth advisor | 750.7K | $161.4M | 3.7% | +0.4% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 717.3K | $154.3M | 4.3% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 698.2K | $150.2M | 0.0% | -2.7% |
| Diversified Enterprises, LLC | Wealth advisor | 690.3K | $148.5M | 8.1% | +3.8% |
| Focus Partners Wealth | Wealth advisor | 688.7K | $148.2M | 0.2% | 0.0% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 687.8K | $147.9M | 0.4% | +2.1% |
| BANK OF MONTREAL /CAN/ | Bank broker | 686.8K | $147.7M | 0.1% | -8.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.