Vanguard Dividend Apprec ETFVIGETF

13F holders, Q3 2024 (September 30)
2,107holders +46
113new positions
65sold out
4famous investors
$198.04avg. 13F price*

At the end of Q3 2024, 2,107 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 46 from Q2 2024. 113 opened new positions and 65 sold out. The largest holders were Bank of America Corp. ($4.2B), Morgan Stanley ($2.4B) and Wells Fargo & Company ($1.9B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions113$221.4M
Exits65$180.7M

All 13F filers, Q2 2024 → Q3 2024: 8,046,745 shares bought and 13,461,823 shares sold, net −5,415,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,107 holders

Bank of America Corp. 0.37% Reduce -2.4% 21,138,239 $4.2B
Morgan Stanley 0.17% Add +1.7% 12,144,754 $2.4B
Wells Fargo & Company 0.47% Reduce -4.9% 9,687,413 $1.9B
Vanguard Group Inc. 0.03% Add +4.6% 9,407,492 $1.9B
Wealthfront Advisers LLC 4.15% Add +1.2% 6,823,204 $1.4B
UBS Group AG 0.35% Reduce -1.0% 6,386,021 $1.3B
LPL Financial LLC 0.51% Add +5.7% 5,808,810 $1.2B
HB Wealth Management, LLC 10.07% Add +2.8% 4,786,899 $937.4M
Raymond James & Associates 0.45% Add +5.1% 3,698,942 $732.6M
Royal Bank of Canada 0.16% Reduce -1.6% 3,693,517 $731.5M
JPMorgan Chase & Co. 0.05% Add +3.9% 3,295,589 $652.7M
Commonwealth Equity Services, LLC 0.84% Reduce -1.9% 2,809,801 $556.5M
Ameriprise Financial Inc. 0.12% Reduce -4.0% 2,375,198 $470.4M
Envestnet Asset Management Inc. 0.14% Add +7.5% 2,215,860 $438.9M
HighTower Advisors, LLC 0.65% Add +1.8% 2,211,138 $438.0M
Signaturefd, LLC 7.23% Add +0.5% 1,913,049 $378.9M
Bank of New York Mellon Corp 0.06% Reduce -2.9% 1,697,067 $336.1M
Raymond James Financial Services Advisors, Inc. 0.44% Reduce -12.3% 1,662,043 $329.2M
Osaic Holdings, Inc. 0.68% Reduce -0.1% 1,513,220 $299.8M
Northwestern Mutual Wealth Management Co. 0.26% Add +0.5% 1,501,406 $297.4M
Modera Wealth Management, LLC 3.46% Add +4.6% 1,373,644 $272.1M
Mariner, LLC 0.45% Add +1.2% 1,279,876 $253.5M
Trust Point Inc. 18.77% Reduce -0.2% 1,262,716 $250.1M
Howard Capital Management, LLC 3.93% Add +11084.4% 1,208,253 $239.3M
Joel Isaacson & Co., LLC 10.90% Add +2.4% 1,153,657 $228.5M
Captrust Financial Advisors 0.60% Add +3.1% 1,025,174 $203.0M
Stifel Financial Corp. 0.21% Add +0.8% 1,010,219 $200.1M
Corient Private Wealth LP 0.31% Add +1.9% 977,550 $193.6M
Aspiriant, LLC 7.28% Add +0.0% 968,782 $191.9M
Manufacturers Life Insurance Company, The 0.17% Reduce -12.4% 967,726 $191.7M
Truist Financial Corp. 0.30% Reduce -3.9% 951,787 $188.5M
Creative Planning 0.19% Reduce -1.8% 947,415 $187.6M
Wealth Enhancement Advisory Services, LLC 0.40% Reduce -0.6% 935,371 $185.3M
MAI Capital Management 1.71% Add +1.5% 899,169 $178.1M
Brown Advisory Inc. 0.22% Add +0.9% 897,869 $177.8M
Cambridge Investment Research Advisors, Inc. 0.60% Add +7.0% 889,932 $176.3M
Bank of Montreal 0.08% Reduce -0.5% 876,723 $173.0M
Cetera Investment Advisers 0.36% Add +0.8% 832,126 $164.8M
Focus Partners Wealth 0.52% Reduce -34.3% 854,032 $161.4M
Waverly Advisors, LLC 2.96% Add +1.8% 810,404 $160.5M
Nicholas Hoffman & Company, LLC. 6.34% Add +3.1% 758,942 $150.3M
Goldman Sachs Group Inc. 0.03% Reduce -1.0% 717,811 $142.2M
Jones Financial Companies LLLP 0.14% Add +25.7% 699,335 $138.0M
Retirement Planning Group, LLC 7.44% Add +1.0% 689,091 $136.5M
Rockefeller Capital Management L.P. 0.36% Add +0.1% 679,048 $134.5M
Northeast Financial Consultants Inc 5.84% Reduce -0.4% 673,900 $133.5M
Baird Financial Group, Inc. 0.25% Add +6.9% 655,176 $129.8M
Blair William & Co. 0.38% Reduce -1.0% 654,365 $129.6M
Glenmede Trust Co. NA 0.61% Reduce -0.2% 639,463 $126.7M
Cresset Asset Management, LLC 0.48% Add +8.8% 623,256 $123.9M
Cerity Partners LLC 0.26% Add +0.4% 583,939 $115.7M
Private Advisor Group, LLC 0.71% Add +0.3% 576,875 $114.3M
Fifth Third Bancorp 0.41% Reduce -3.5% 568,840 $112.7M
DAVENPORT & Co LLC 0.65% Add +4.0% 558,658 $110.6M
Confluence Wealth Services, Inc. 7.94% Add +8.5% 548,086 $108.6M
MML Investors Services, LLC 0.39% Add +1.7% 542,185 $107.4M
Janney Montgomery Scott LLC 0.30% Add +4.5% 539,057 $106.8M
Lincoln National Corp. 3.39% Reduce -0.9% 534,833 $105.9M
Kestra Advisory Services, LLC 0.56% Reduce -4.0% 516,151 $102.2M
Stokes Family Office, LLC 11.01% Reduce -2.3% 508,239 $100.7M
Mercer Global Advisors Inc. 0.23% Reduce -2.5% 495,434 $97.7M
3EDGE Asset Management, LP 6.81% New 484,738 $96.0M
Sanctuary Advisors, LLC 0.59% Add +9.1% 456,776 $92.5M
Franklin Resources Inc. 0.03% Add +2.4% 452,909 $91.2M
Enclave Advisors LLC 15.13% — 450,679 $89.3M
TD Private Client Wealth LLC 2.43% Add +1.9% 426,442 $84.5M
Brookstone Capital Management 1.15% Add +9.5% 394,537 $78.1M
Robertson Stephens Wealth Management, LLC 2.81% Add +286.4% 383,190 $76.2M
Atria Wealth Solutions, Inc. 0.82% Reduce -6.6% 382,331 $75.9M
Haverford Trust Co 0.74% Add +4.2% 381,107 $75.5M
Steward Partners Investment Advisory, LLC 0.69% Add +23.7% 374,777 $74.2M
Hubbell Strickland Wealth Management, LLC 32.80% Add +0.1% 353,920 $70.1M
Systematic Alpha Investments, LLC 2.55% No change 353,000 $69.9M
Park Avenue Securities LLC 0.77% Add +9.7% 346,701 $68.7M
Mesirow Financial Investment Management, Inc. 1.32% Add +108.2% 345,254 $68.4M
NewEdge Advisors, LLC 0.44% Add +0.0% 342,555 $67.8M
Paragon Capital Management Ltd 13.29% Reduce -0.8% 340,428 $67.4M
FMR LLC 0.00% Add +7.9% 335,065 $66.4M
CW Advisors, LLC 0.87% Add +11102.8% 328,803 $65.1M
Provenance Wealth Advisors, LLC 8.09% Reduce -0.5% 326,980 $64.8M
WMS Partners, LLC 3.62% Add +8.7% 325,628 $64.5M
Performance Wealth Partners, LLC 2.11% Reduce -41.7% 310,074 $61.4M
Berkshire Money Management, Inc. 7.00% Reduce -0.0% 308,872 $61.2M
Ieq Capital, LLC 0.74% Add +0.6% 303,244 $60.1M
360 Financial, Inc. 21.82% Add +1.1% 298,221 $59.1M
Baltimore-Washington Financial Advisors, Inc. 3.02% Add +1.7% 280,288 $55.5M
GLOBALT Investments LLC / GA 2.05% Reduce -5.1% 276,573 $54.8M
Advisor OS, LLC 5.42% Add +5.9% 274,890 $54.4M
PNC Financial Services Group, Inc. 0.03% Add +1.2% 272,653 $54.0M
Beacon Pointe Advisors, LLC 0.62% Reduce -1.8% 269,930 $53.5M
PDS Planning, Inc 4.63% Add +2.0% 260,820 $51.7M
Evensky & Katz LLC 3.31% Add +0.8% 256,322 $50.8M
MJP Associates Inc. 9.56% Add +6.9% 254,555 $50.4M
Principle Wealth Partners LLC 3.56% Reduce -0.7% 253,423 $50.2M
Resonant Capital Advisors, LLC 3.67% Add +3.4% 251,311 $50.0M
Planning Alternatives Ltd. 7.60% Reduce -0.1% 252,178 $49.9M
Rational Advisors, Inc. 4.91% Reduce -7.3% 250,515 $49.6M
Wealth Architects, LLC 5.30% Add +3.9% 236,637 $46.9M
Equitable Holdings, Inc. 0.44% Add +9.2% 230,574 $45.7M
US Bancorp \de 0.06% Add +3.0% 228,806 $45.3M

"% 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 2,107 holders