VG WMC Dividend Growth ETFVDIGETF
13F holders, Q1 2026 (March 31)6holders +2
4new positions
2sold out
$57.30avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding VG WMC Dividend Growth ETF (VDIG) in their 13F filings, up 2 from Q4 2025. 4 opened new positions and 2 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($1.5M), Fiduciary Alliance LLC ($270K) and Essex Financial Services, Inc. ($224K).
- Company
- VG WMC Dividend Growth ETF
- Filed as
- VANGUARD WELLESLEY INCOME FD (Q1 2026)
- CUSIP
- 921938403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.2M |
| Exits | 2 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 40,502 shares bought and 23,906 shares sold, net +16,596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 25,487 | $1.5M |
| Fiduciary Alliance LLC | 0.02% | New | 4,500 | $270K |
| Essex Financial Services, Inc. | 0.01% | New | 3,925 | $224K |
| Silverlake Wealth Management LLC | 0.05% | New | 3,790 | $216K |
| Osaic Holdings, Inc. | 0.00% | Add +1564.3% | 2,979 | $170K |
| Ancora Advisors LLC | 0.00% | Reduce -87.6% | 460 | $26K |
"% 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.