Vanguard Dividend Apprec ETFVIGETF

13F holders, Q1 2024 (March 31)
2,041holders
4famous investors
$182.52avg. 13F price*

At the end of Q1 2024, 2,041 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings. The largest holders were Bank of America Corp. ($3.9B), Morgan Stanley ($2.2B) and Wells Fargo & Company ($1.9B). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Vanguard Dividend Apprec ETF
CUSIP
921908844
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions105$75.1M
Exits92$109.9M

Ownership 2,041 holders

Bank of America Corp. 0.39% Reduce -18.9% 21,483,143 $3.9B
Morgan Stanley 0.17% Add +1.3% 11,789,763 $2.2B
Wells Fargo & Company 0.51% Reduce -0.8% 10,561,201 $1.9B
Vanguard Group Inc. 0.03% Add +5.7% 8,635,317 $1.6B
Wealthfront Advisers LLC 4.44% Add +5.3% 6,943,479 $1.3B
UBS Group AG 0.39% Reduce -0.3% 6,430,354 $1.2B
LPL Financial LLC 0.52% Add +0.3% 5,315,166 $970.6M
HB Wealth Management, LLC 10.25% Add +15.9% 4,459,230 $814.3M
Royal Bank of Canada 0.17% Reduce -1.5% 3,739,024 $682.8M
Raymond James & Associates 0.44% Add +58.8% 3,537,699 $646.0M
JPMorgan Chase & Co. 0.05% Add +9.9% 3,153,977 $575.9M
Commonwealth Equity Services, LLC 0.85% Add +2.4% 2,807,350 $512.6M
Ameriprise Financial Inc. 0.12% Reduce -7.7% 2,408,867 $440.3M
HighTower Advisors, LLC 0.64% Add +1.5% 2,169,376 $396.1M
Bank of New York Mellon Corp 0.07% Reduce -7.3% 1,954,126 $356.8M
Raymond James Financial Services Advisors, Inc. 0.53% Reduce -2.4% 1,943,697 $354.9M
Envestnet Asset Management Inc. 0.13% Add +1.8% 1,936,898 $353.7M
Signaturefd, LLC 7.24% Add +1.0% 1,875,638 $342.5M
Northwestern Mutual Wealth Management Co. 0.29% Add +1.4% 1,543,448 $281.8M
Osaic Holdings, Inc. 0.58% Add +5.5% 1,430,951 $261.4M
Trust Point Inc. 18.42% Reduce -2.0% 1,283,644 $234.4M
Modera Wealth Management, LLC 3.53% Add +6.5% 1,270,301 $232.0M
Mariner, LLC 0.47% Reduce -4.5% 1,252,668 $228.7M
Manufacturers Life Insurance Company, The 0.20% Reduce -2.3% 1,190,764 $217.4M
Joel Isaacson & Co., LLC 11.02% Add +3.5% 1,101,241 $201.1M
Truist Financial Corp. 0.28% Reduce -34.7% 1,025,668 $187.3M
Captrust Financial Advisors 0.67% Reduce -4.4% 1,005,317 $183.6M
Stifel Financial Corp. 0.21% Reduce -2.2% 1,004,837 $183.5M
Creative Planning 0.20% Reduce -6.2% 982,964 $179.5M
Aspiriant, LLC 7.28% Reduce -1.1% 962,404 $175.8M
Corient Private Wealth LP 0.30% Reduce -8.9% 936,985 $171.1M
Annex Advisory Services, LLC 5.83% Add +79.5% 898,754 $164.1M
Bank of Montreal 0.05% Reduce -1.4% 885,227 $161.4M
Brown Advisory Inc. 0.21% Add +1.5% 879,038 $160.5M
MAI Capital Management 1.65% Add +17.2% 866,506 $158.2M
Cambridge Investment Research Advisors, Inc. 0.58% Reduce -3.7% 830,337 $151.6M
Cetera Investment Advisers 0.35% Add +505.7% 813,293 $148.5M
Wealth Enhancement Advisory Services, LLC 0.38% Add +1.9% 811,425 $148.2M
Lincoln National Corp. 2.20% Add +2.1% 773,325 $141.2M
Waverly Advisors, LLC 3.31% Add +37.9% 770,803 $140.8M
Nicholas Hoffman & Company, LLC. 6.79% Add +1.3% 732,370 $133.7M
Rockefeller Capital Management L.P. 0.38% Add +17.4% 714,115 $130.4M
Goldman Sachs Group Inc. 0.03% Add +4.7% 703,742 $128.5M
Blair William & Co. 0.39% Reduce -3.4% 674,069 $123.1M
Retirement Planning Group, LLC 9.33% Reduce -0.7% 666,701 $121.7M
Charles Schwab Investment Management Inc. 0.03% Reduce -44.7% 656,940 $120.0M
Northeast Financial Consultants Inc 5.87% Add +5.7% 655,223 $119.7M
Focus Partners Wealth 0.97% Reduce -4.3% 651,818 $119.0M
Glenmede Trust Co. NA 0.59% Add +0.0% 642,377 $117.3M
Fifth Third Bancorp 0.44% Reduce -3.7% 618,218 $112.9M
Baird Financial Group, Inc. 0.23% Reduce -3.4% 600,574 $109.7M
Private Advisor Group, LLC 0.73% Add +1.2% 556,294 $101.6M
Cerity Partners LLC 0.26% Add +0.1% 547,080 $99.5M
Performance Wealth Partners, LLC 4.17% Reduce -1.4% 543,708 $99.3M
Stokes Family Office, LLC 12.19% Reduce -0.2% 534,328 $97.6M
Janney Montgomery Scott LLC 0.29% Add +5.5% 533,479 $97.4M
MML Investors Services, LLC 0.38% Add +2.5% 510,664 $93.3M
DAVENPORT & Co LLC 0.57% Reduce -3.5% 504,476 $92.1M
Cresset Asset Management, LLC 0.45% Add +0.8% 500,256 $91.4M
Confluence Wealth Services, Inc. 7.65% Add +18.9% 474,402 $86.6M
Franklin Resources Inc. 0.03% Reduce -1.9% 439,201 $80.2M
Jones Financial Companies LLLP 0.11% Add +10.2% 430,595 $78.6M
Atria Wealth Solutions, Inc. 0.86% Add +7.6% 418,131 $76.4M
Mercer Global Advisors Inc. 0.22% Add +15.3% 413,646 $75.7M
TD Private Client Wealth LLC 2.36% Add +7.0% 393,919 $71.9M
Kestra Advisory Services, LLC 0.44% Add +5.7% 360,988 $65.9M
Hubbell Strickland Wealth Management, LLC 33.01% Reduce -0.2% 357,368 $65.3M
Systematic Alpha Investments, LLC 2.58% No change 353,000 $64.5M
Paragon Capital Management Ltd 11.29% Reduce -0.2% 345,927 $63.2M
Haverford Trust Co 0.64% Add +6.4% 336,364 $61.4M
Provenance Wealth Advisors, LLC 8.51% Reduce -2.8% 331,496 $60.5M
Park Avenue Securities LLC 0.76% Reduce -17.3% 323,913 $59.1M
Rational Advisors, Inc. 5.55% Reduce -10.3% 320,269 $58.5M
360 Financial, Inc. 22.43% Add +4.2% 315,908 $57.7M
Berkshire Money Management, Inc. 6.77% Reduce -1.6% 307,039 $56.1M
Brookstone Capital Management 1.00% Add +12.7% 304,989 $55.7M
Ieq Capital, LLC 0.79% Reduce -0.9% 302,440 $55.2M
Beacon Pointe Advisors, LLC 0.59% Reduce -1.5% 292,308 $53.4M
GLOBALT Investments LLC / GA 2.10% Reduce -1.4% 288,844 $52.7M
Steward Partners Investment Advisory, LLC 0.58% Add +28.3% 288,716 $52.7M
FMR LLC 0.00% Add +13.6% 277,655 $50.7M
WMS Partners, LLC 3.48% Add +9.3% 276,883 $50.6M
Advisor OS, LLC 5.68% Reduce -11.5% 270,728 $49.4M
Baltimore-Washington Financial Advisors, Inc. 3.06% Add +6.5% 264,037 $48.2M
Klaas Financial Asset Advisors, LLC 9.49% Add +0.0% 260,510 $47.6M
Principle Wealth Partners LLC 3.68% Add +0.3% 257,438 $47.0M
D.A. Davidson & Co. 0.42% Reduce -3.5% 253,164 $46.2M
PNC Financial Services Group, Inc. 0.03% Add +0.2% 253,140 $46.2M
Planning Alternatives Ltd. 7.57% Reduce -0.2% 252,261 $46.1M
Evensky & Katz LLC 3.25% Add +0.6% 252,259 $46.1M
NewEdge Advisors, LLC 0.40% Reduce -5.5% 250,232 $45.7M
MJP Associates Inc. 9.93% Reduce -1.0% 249,931 $45.6M
Pathstone Holdings, LLC 0.21% Reduce -1.6% 244,239 $44.6M
PDS Planning, Inc 4.68% Add +0.8% 244,140 $44.6M
Resonant Capital Advisors, LLC 3.63% Add +2.7% 232,227 $42.4M
New England Private Wealth Advisors LLC 7.45% Reduce -0.8% 232,689 $42.4M
Wealth Architects, LLC 5.57% Reduce -1.9% 231,295 $42.2M
Avantax Planning Partners, Inc. 1.33% Reduce -10.5% 224,233 $40.9M
Advisory Alpha, LLC 1.68% Reduce -6.7% 223,850 $40.9M
Kohmann Bosshard Financial Services, LLC 5.68% Reduce -2.0% 223,578 $40.8M

"% of holder's portfolio" is VIG's weight in each manager's 13F, not the share of Vanguard Dividend Apprec ETF the manager owns.

Show all 2,041 holders