Vanguard Dividend Apprec ETFVIGETF

13F holders, Q2 2024 (June 30)
2,061holders +20
86new positions
70sold out
4famous investors
$174.42avg. 13F price*

At the end of Q2 2024, 2,061 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 20 from Q1 2024. 86 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($4.0B), Morgan Stanley ($2.2B) and Wells Fargo & Company ($1.9B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions86$89.2M
Exits70$92.1M

All 13F filers, Q1 2024 → Q2 2024: 14,302,797 shares bought and 5,052,346 shares sold, net +9,250,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,061 holders

Bank of America Corp. 0.38% Add +0.8% 21,657,109 $4.0B
Morgan Stanley 0.17% Add +1.3% 11,937,457 $2.2B
Wells Fargo & Company 0.48% Reduce -3.6% 10,182,440 $1.9B
Vanguard Group Inc. 0.03% Add +4.1% 8,990,230 $1.6B
Wealthfront Advisers LLC 4.14% Reduce -2.9% 6,740,259 $1.2B
UBS Group AG 0.36% Add +0.3% 6,448,279 $1.2B
LPL Financial LLC 0.50% Add +3.4% 5,493,858 $1.0B
HB Wealth Management, LLC 9.93% Add +4.5% 4,658,585 $850.4M
Royal Bank of Canada 0.17% Add +0.3% 3,751,642 $684.9M
Raymond James & Associates 0.42% Reduce -0.5% 3,520,492 $642.7M
JPMorgan Chase & Co. 0.05% Add +0.6% 3,172,005 $579.0M
Commonwealth Equity Services, LLC 0.83% Add +2.1% 2,865,298 $523.1M
Ameriprise Financial Inc. 0.12% Add +2.7% 2,472,900 $451.4M
HighTower Advisors, LLC 0.61% Add +0.1% 2,171,578 $396.4M
Envestnet Asset Management Inc. 0.13% Add +6.5% 2,062,053 $376.4M
Signaturefd, LLC 7.06% Add +1.4% 1,902,788 $347.4M
Raymond James Financial Services Advisors, Inc. 0.49% Reduce -2.5% 1,895,413 $346.0M
Bank of New York Mellon Corp 0.06% Reduce -10.6% 1,747,595 $319.0M
Osaic Holdings, Inc. 0.65% Add +5.9% 1,515,396 $276.7M
Northwestern Mutual Wealth Management Co. 0.27% Reduce -3.2% 1,493,972 $272.7M
Modera Wealth Management, LLC 3.53% Add +3.4% 1,313,589 $239.8M
Focus Partners Wealth 0.80% Add +99.3% 1,298,866 $237.1M
Trust Point Inc. 18.53% Reduce -1.4% 1,265,661 $231.0M
Mariner, LLC 0.45% Add +0.9% 1,264,179 $230.8M
Joel Isaacson & Co., LLC 10.81% Add +2.4% 1,127,108 $205.8M
Manufacturers Life Insurance Company, The 0.19% Reduce -7.2% 1,105,260 $201.8M
Stifel Financial Corp. 0.21% Reduce -0.2% 1,002,708 $183.1M
Captrust Financial Advisors 0.58% Reduce -1.1% 994,122 $181.5M
Truist Financial Corp. 0.28% Reduce -3.4% 990,676 $180.8M
Aspiriant, LLC 7.21% Add +0.7% 968,716 $176.8M
Creative Planning 0.19% Reduce -1.9% 964,414 $176.1M
Corient Private Wealth LP 0.31% Add +2.3% 958,837 $175.0M
Wealth Enhancement Advisory Services, LLC 0.41% Add +15.9% 940,722 $171.7M
Brown Advisory Inc. 0.21% Add +1.2% 889,474 $162.4M
Bank of Montreal 0.05% Reduce -0.5% 880,746 $162.2M
MAI Capital Management 1.59% Add +2.2% 885,706 $161.7M
Cambridge Investment Research Advisors, Inc. 0.56% Add +0.2% 831,928 $151.9M
Cetera Investment Advisers 0.35% Add +1.5% 825,157 $150.6M
Waverly Advisors, LLC 2.85% Add +3.3% 796,369 $145.4M
Nicholas Hoffman & Company, LLC. 6.30% Add +0.5% 736,014 $134.4M
Goldman Sachs Group Inc. 0.03% Add +3.0% 725,149 $132.4M
Retirement Planning Group, LLC 7.92% Add +2.4% 682,508 $124.6M
Rockefeller Capital Management L.P. 0.35% Reduce -5.0% 678,354 $123.8M
Northeast Financial Consultants Inc 5.69% Add +3.3% 676,531 $123.5M
Blair William & Co. 0.37% Reduce -1.9% 661,082 $120.7M
Glenmede Trust Co. NA 0.59% Reduce -0.2% 641,007 $117.0M
Charles Schwab Investment Management Inc. 0.02% Reduce -3.7% 632,505 $115.5M
Baird Financial Group, Inc. 0.23% Add +2.1% 613,032 $111.9M
Fifth Third Bancorp 0.41% Reduce -4.7% 589,381 $107.6M
Cerity Partners LLC 0.29% Add +6.4% 581,851 $106.2M
Cresset Asset Management, LLC 0.45% Add +14.4% 572,566 $105.0M
Private Advisor Group, LLC 0.70% Add +3.4% 575,040 $105.0M
Jones Financial Companies LLLP 0.12% Add +29.2% 556,365 $101.6M
Lincoln National Corp. 3.33% Reduce -30.2% 539,731 $98.5M
DAVENPORT & Co LLC 0.62% Add +6.5% 537,268 $98.1M
MML Investors Services, LLC 0.39% Add +4.4% 533,127 $97.3M
Performance Wealth Partners, LLC 3.58% Reduce -2.2% 531,834 $97.1M
Stokes Family Office, LLC 11.13% Reduce -2.6% 520,157 $95.0M
Kestra Advisory Services, LLC 0.53% Add +48.9% 537,479 $94.5M
Janney Montgomery Scott LLC 0.29% Reduce -3.3% 516,004 $94.2M
Confluence Wealth Services, Inc. 7.35% Add +6.5% 505,124 $92.2M
Franklin Resources Inc. 0.03% Add +0.7% 442,468 $80.8M
TD Private Client Wealth LLC 2.40% Add +6.2% 418,383 $76.4M
Atria Wealth Solutions, Inc. 0.83% Reduce -2.1% 409,367 $74.9M
Mercer Global Advisors Inc. 0.20% Add +22.9% 508,325 $74.6M
Sanctuary Advisors, LLC 0.54% — 418,531 $74.0M
Brookstone Capital Management 1.14% Add +18.2% 360,446 $68.5M
Haverford Trust Co 0.70% Add +8.7% 365,603 $66.7M
Hubbell Strickland Wealth Management, LLC 32.40% Reduce -1.0% 353,664 $64.6M
Systematic Alpha Investments, LLC 2.46% No change 353,000 $64.4M
Paragon Capital Management Ltd 11.50% Reduce -0.8% 343,180 $62.6M
NewEdge Advisors, LLC 0.46% Add +36.9% 342,482 $62.5M
Provenance Wealth Advisors, LLC 8.39% Reduce -0.9% 328,554 $60.0M
Park Avenue Securities LLC 0.71% Reduce -2.4% 316,181 $57.7M
FMR LLC 0.00% Add +11.8% 310,566 $56.7M
Berkshire Money Management, Inc. 6.85% Add +0.6% 309,000 $56.4M
Steward Partners Investment Advisory, LLC 0.58% Add +5.0% 303,052 $55.3M
Ieq Capital, LLC 0.74% Reduce -0.4% 301,341 $55.0M
WMS Partners, LLC 3.51% Add +8.2% 299,657 $54.7M
360 Financial, Inc. 20.35% Reduce -6.6% 294,936 $53.8M
GLOBALT Investments LLC / GA 2.13% Add +0.9% 291,503 $53.2M
Baltimore-Washington Financial Advisors, Inc. 2.97% Add +4.4% 275,628 $50.3M
Beacon Pointe Advisors, LLC 0.59% Reduce -6.0% 274,750 $50.2M
Rational Advisors, Inc. 4.93% Reduce -15.7% 270,136 $49.3M
PNC Financial Services Group, Inc. 0.03% Add +6.5% 269,455 $49.2M
Levy Wealth Management Group, LLC 12.25% Add +11.8% 262,020 $47.8M
Advisor OS, LLC 5.19% Reduce -4.1% 259,576 $47.4M
PDS Planning, Inc 4.71% Add +4.7% 255,675 $46.7M
Principle Wealth Partners LLC 3.55% Reduce -0.8% 255,267 $46.6M
Evensky & Katz LLC 3.23% Add +0.8% 254,317 $46.4M
Planning Alternatives Ltd. 7.46% Add +0.0% 252,354 $46.1M
Resonant Capital Advisors, LLC 3.62% Add +4.6% 242,969 $44.6M
MJP Associates Inc. 9.04% Reduce -4.8% 238,025 $43.5M
Pathstone Holdings, LLC 0.20% Reduce -2.7% 237,550 $43.4M
New England Private Wealth Advisors LLC 7.39% Reduce -0.3% 231,967 $42.3M
Wealth Architects, LLC 5.08% Reduce -1.6% 227,694 $41.6M
US Bancorp \de 0.06% Reduce -0.3% 222,139 $40.6M
American Financial Advisors, LLC 5.68% Reduce -0.1% 218,568 $39.9M
Avantax Planning Partners, Inc. 1.28% Reduce -2.9% 217,668 $39.7M
Equitable Holdings, Inc. 0.41% Add +6.1% 211,218 $38.6M

"% 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 2,061 holders