Vanguard Dividend Apprec ETFVIGETF

13F holders, Q4 2024 (December 31)
2,321holders +214
97new positions
62sold out
4famous investors
$195.81avg. 13F price*

At the end of Q4 2024, 2,321 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 214 from Q3 2024. 97 opened new positions and 62 sold out. The largest holders were Bank of America Corp. ($4.8B), Morgan Stanley ($2.4B) and Wells Fargo & Company ($2.1B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions97$131.9M
Exits62$201.8M

All 13F filers, Q3 2024 → Q4 2024: 12,741,872 shares bought and 3,661,316 shares sold, net +9,080,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,321 holders

Bank of America Corp. 0.45% Add +17.1% 24,743,391 $4.8B
Morgan Stanley 0.17% Add +2.3% 12,423,454 $2.4B
Wells Fargo & Company 0.50% Add +8.6% 10,520,396 $2.1B
Vanguard Group Inc. 0.03% Add +3.2% 9,709,264 $1.9B
Wealthfront Advisers LLC 3.93% Add +0.6% 6,864,832 $1.3B
UBS Group AG 0.29% Add +2.7% 6,559,440 $1.3B
LPL Financial LLC 0.48% Add +3.6% 6,016,294 $1.2B
Raymond James Financial Inc. 0.38% — 5,229,633 $1.0B
HB Wealth Management, LLC 9.65% Add +1.7% 4,868,929 $942.9M
JPMorgan Chase & Co. 0.06% Add +12.5% 3,706,186 $725.8M
Royal Bank of Canada 0.16% Add +0.1% 3,697,234 $724.0M
Commonwealth Equity Services, LLC 0.82% Add +2.4% 2,877,375 $563.5M
Ameriprise Financial Inc. 0.12% Add +1.8% 2,417,737 $473.5M
Envestnet Asset Management Inc. 0.14% Add +2.7% 2,275,966 $445.7M
HighTower Advisors, LLC 0.59% Reduce -0.8% 2,194,048 $429.7M
Signaturefd, LLC 7.08% Reduce -0.4% 1,906,227 $373.3M
Prudential Financial Inc. 0.43% Add +7822.0% 1,604,684 $314.2M
Northwestern Mutual Wealth Management Co. 0.25% Add +0.3% 1,506,358 $295.0M
Bank of New York Mellon Corp 0.05% Reduce -14.4% 1,452,513 $284.4M
Osaic Holdings, Inc. 0.63% Reduce -5.4% 1,431,034 $280.4M
Mariner, LLC 0.47% Add +11.7% 1,429,938 $280.0M
Modera Wealth Management, LLC 3.29% Add +1.3% 1,391,934 $272.6M
Trust Point Inc. 17.91% Add +4.4% 1,318,508 $258.2M
Wealth Enhancement Advisory Services, LLC 0.47% Add +33.9% 1,252,651 $245.3M
Howard Capital Management, LLC 3.67% Add +0.0% 1,208,325 $236.6M
Joel Isaacson & Co., LLC 10.61% Add +4.2% 1,201,685 $235.3M
Creative Planning 0.21% Add +16.5% 1,103,362 $216.1M
Stifel Financial Corp. 0.21% Add +2.8% 1,038,825 $203.4M
Captrust Financial Advisors 0.58% Add +1.0% 1,035,805 $202.8M
Manufacturers Life Insurance Company, The 0.16% Reduce -1.2% 956,479 $187.3M
Aspiriant, LLC 6.73% Reduce -1.8% 951,430 $186.3M
MAI Capital Management 1.36% Add +3.3% 929,219 $182.0M
Truist Financial Corp. 0.28% Reduce -3.0% 923,630 $180.9M
Corient Private Wealth LP 0.30% Reduce -3.8% 940,624 $179.1M
Cambridge Investment Research Advisors, Inc. 0.59% Add +0.9% 897,884 $175.8M
Jones Financial Companies LLLP 0.16% Add +23.1% 860,651 $168.5M
Brown Advisory Inc. 0.21% Reduce -5.5% 848,328 $166.1M
Cetera Investment Advisers 0.35% Add +1.9% 847,817 $166.0M
Waverly Advisors, LLC 2.55% Add +3.7% 840,124 $164.5M
Bank of Montreal 0.08% Reduce -5.9% 824,991 $161.6M
Nicholas Hoffman & Company, LLC. 6.30% Add +6.0% 804,288 $157.5M
Goldman Sachs Group Inc. 0.03% Add +6.0% 760,920 $149.0M
Retirement Planning Group, LLC 7.37% Add +8.5% 747,736 $146.4M
Rockefeller Capital Management L.P. 0.35% Add +2.8% 698,272 $136.7M
Northeast Financial Consultants Inc 5.53% Reduce -0.6% 670,077 $131.2M
Baird Financial Group, Inc. 0.25% Add +0.6% 658,932 $129.0M
Blair William & Co. 0.37% Reduce -0.5% 650,925 $127.5M
Cerity Partners LLC 0.27% Add +9.4% 638,877 $125.1M
Cresset Asset Management, LLC 0.60% Add +1.3% 631,483 $123.7M
Confluence Wealth Services, Inc. 7.89% Add +9.3% 599,251 $121.3M
Glenmede Trust Co. NA 0.60% Reduce -5.7% 602,771 $118.0M
Private Advisor Group, LLC 0.66% Add +3.3% 596,151 $116.7M
Robertson Stephens Wealth Management, LLC 4.10% Add +53.3% 587,326 $115.0M
DAVENPORT & Co LLC 0.67% Add +4.8% 585,743 $114.7M
MML Investors Services, LLC 0.38% Add +3.8% 562,757 $110.2M
Fifth Third Bancorp 0.40% Reduce -2.2% 556,177 $108.9M
3EDGE Asset Management, LP 6.65% Add +13.6% 550,500 $107.8M
Focus Partners Wealth 0.28% Reduce -36.3% 543,877 $106.5M
Janney Montgomery Scott LLC 0.29% Reduce -1.7% 530,101 $103.8M
Stokes Family Office, LLC 10.57% Reduce -0.5% 505,578 $99.0M
Sanctuary Advisors, LLC 0.58% Reduce -1.4% 450,347 $91.4M
Mercer Global Advisors Inc. 0.22% Reduce -6.1% 465,227 $91.1M
Franklin Resources Inc. 0.02% Reduce -1.4% 446,703 $87.5M
TD Private Client Wealth LLC 2.44% Add +4.6% 446,037 $87.3M
Enclave Advisors LLC 13.14% Reduce -9.5% 407,923 $79.9M
Kestra Advisory Services, LLC 0.44% Reduce -21.1% 407,488 $79.8M
Haverford Trust Co 0.78% Add +4.7% 398,871 $78.1M
Independent Advisor Alliance 1.03% Add +19950.5% 397,601 $77.9M
Steward Partners Investment Advisory, LLC 0.69% Add +5.2% 394,411 $77.2M
Park Avenue Securities LLC 0.73% Add +4.8% 363,179 $71.1M
FMR LLC 0.00% Add +7.5% 360,184 $70.5M
Atria Wealth Solutions, Inc. 0.76% Reduce -7.4% 354,077 $69.3M
WMS Partners, LLC 3.88% Add +8.5% 353,195 $69.2M
Systematic Alpha Investments, LLC 2.55% No change 353,000 $69.1M
Hubbell Strickland Wealth Management, LLC 32.72% Reduce -0.4% 352,439 $69.0M
Brookstone Capital Management 0.96% Reduce -14.7% 336,609 $65.9M
Paragon Capital Management Ltd 13.18% Reduce -1.6% 335,046 $65.6M
CW Advisors, LLC 0.89% Add +0.4% 330,139 $64.7M
Provenance Wealth Advisors, LLC 8.27% Reduce -0.1% 326,667 $64.0M
NewEdge Advisors, LLC 0.38% Reduce -6.6% 319,956 $62.7M
Berkshire Money Management, Inc. 6.67% Add +1.4% 313,152 $61.3M
Performance Wealth Partners, LLC 1.96% Add +0.2% 310,643 $60.8M
Ieq Capital, LLC 0.58% Add +0.8% 305,686 $59.9M
360 Financial, Inc. 21.63% Add +2.4% 305,489 $59.8M
&partners 0.71% Add +71.7% 300,345 $58.9M
PNC Financial Services Group, Inc. 0.04% Add +6.9% 291,576 $57.1M
Baltimore-Washington Financial Advisors, Inc. 2.95% Add +3.4% 289,870 $56.8M
Advisor OS, LLC 6.31% Add +1.2% 278,071 $54.5M
Beacon Pointe Advisors, LLC 0.60% Add +2.5% 276,789 $54.2M
GLOBALT Investments LLC / GA 2.00% Reduce -3.5% 266,747 $52.2M
MJP Associates Inc. 9.27% Add +3.5% 263,483 $51.6M
PDS Planning, Inc 4.58% Add +0.8% 262,997 $51.5M
Evensky & Katz LLC 3.30% Add +0.6% 257,932 $50.5M
Planning Alternatives Ltd. 7.68% Add +1.2% 255,257 $50.0M
Resonant Capital Advisors, LLC 3.61% Add +0.6% 252,834 $49.5M
Principle Wealth Partners LLC 3.44% Reduce -1.4% 249,917 $48.9M
Wealth Architects, LLC 5.44% Add +3.9% 245,954 $48.2M
Northern Trust Corp. 0.01% Add +9.6% 237,734 $46.6M
New England Private Wealth Advisors LLC 7.25% Add +2.2% 233,700 $45.8M
Rational Advisors, Inc. 4.62% Reduce -7.2% 232,465 $45.5M

"% 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 2,321 holders