VG WMC Dividend Growth ETFVDIGETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 12 institutions reported holding VG WMC Dividend Growth ETF (VDIG) in their 13F filings, up 6 from Q1 2026. 6 opened new positions and 1 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($1.6M), Warner Financial, Inc. ($706K) and Citadel Advisors ($592K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- VG WMC Dividend Growth ETF
- Filed as
- VANGUARD WELLESLEY INCOME FD (Q2 2026)
- CUSIP
- 921938403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 1 | $216K |
All 13F filers, Q1 2026 → Q2 2026: 35,060 shares bought and 3,790 shares sold, net +31,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.0% | 25,733 | $1.6M |
| Warner Financial, Inc. | 0.21% | New | 11,308 | $706K |
| Citadel Advisors | 0.00% | New | 9,476 | $592K |
| Essex Financial Services, Inc. | 0.03% | Add +131.7% | 9,095 | $568K |
| Osaic Holdings, Inc. | 0.00% | Add +75.5% | 5,229 | $327K |
| Fiduciary Alliance LLC | 0.02% | Add +15.2% | 5,184 | $324K |
| AQR Capital Management | 0.00% | New | 4,025 | $251K |
| IMA Advisory Services, Inc. | 0.00% | New | 1,000 | $62K |
| Ancora Advisors LLC | 0.00% | Add +107.6% | 955 | $60K |
| Harbor Investment Advisory, LLC | 0.00% | New | 400 | $25K |
| Allied Private Wealth LLC | 0.00% | — | 12 | $756 |
| Vanguard Advisers Inc. | 0.00% | New | 6 | $375 |
"% of holder's portfolio" is VDIG's weight in each manager's 13F, not the share of VG WMC Dividend Growth ETF the manager owns.