Vanguard Dividend Apprec ETFVIGETF

13F holders, Q1 2025 (March 31)
2,292holders −29
91new positions
100sold out
6famous investors
$193.85avg. 13F price*

At the end of Q1 2025, 2,292 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, down 29 from Q4 2024. 91 opened new positions and 100 sold out. The largest holders were Bank of America Corp. ($4.2B), Morgan Stanley ($2.4B) and Wells Fargo & Company ($2.1B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions91$251.5M
Exits100$302.5M

All 13F filers, Q4 2024 → Q1 2025: 10,073,081 shares bought and 8,987,717 shares sold, net +1,085,364 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,292 holders

Bank of America Corp. 0.38% Reduce -11.6% 21,874,924 $4.2B
Morgan Stanley 0.17% Add +0.9% 12,530,003 $2.4B
Wells Fargo & Company 0.50% Add +0.9% 10,618,174 $2.1B
Vanguard Group Inc. 0.04% Add +4.7% 10,160,433 $2.0B
Wealthfront Advisers LLC 3.96% Add +10.8% 7,603,273 $1.5B
UBS Group AG 0.28% Add +0.7% 6,601,993 $1.3B
LPL Financial LLC 0.47% Add +4.5% 6,285,425 $1.2B
Raymond James Financial Inc. 0.39% Add +1.9% 5,329,391 $1.0B
HB Wealth Management, LLC 8.64% Add +9.9% 5,349,243 $1.0B
Prudential Financial Inc. 1.10% Add +148.3% 3,985,106 $773.1M
Royal Bank of Canada 0.16% Add +1.1% 3,739,419 $725.4M
JPMorgan Chase & Co. 0.05% Reduce -14.2% 3,180,265 $616.9M
Commonwealth Equity Services, LLC 0.83% Add +5.0% 3,021,385 $586.1M
Ameriprise Financial Inc. 0.13% Add +3.2% 2,495,978 $485.6M
Envestnet Asset Management Inc. 0.14% Add +1.5% 2,310,842 $448.3M
HighTower Advisors, LLC 0.58% Add +0.2% 2,197,819 $426.4M
Signaturefd, LLC 7.22% Add +3.0% 1,962,987 $380.8M
Modera Wealth Management, LLC 3.88% Add +6.2% 1,477,951 $286.7M
Osaic Holdings, Inc. 0.63% Add +1.1% 1,446,954 $280.8M
Northwestern Mutual Wealth Management Co. 0.23% Reduce -3.9% 1,447,041 $280.7M
Mariner, LLC 0.46% Reduce -0.2% 1,427,487 $276.9M
Wealth Enhancement Advisory Services, LLC 0.52% Add +12.8% 1,413,464 $274.2M
Joel Isaacson & Co., LLC 10.92% Add +3.3% 1,241,673 $240.9M
Howard Capital Management, LLC 5.89% Reduce -0.0% 1,208,252 $234.4M
Trust Point Inc. 20.87% Reduce -10.6% 1,179,433 $228.8M
Captrust Financial Advisors 0.57% Add +12.8% 1,168,349 $226.6M
Bank of New York Mellon Corp 0.04% Reduce -21.6% 1,138,249 $220.8M
Creative Planning 0.20% Add +0.4% 1,108,152 $215.0M
Jones Financial Companies LLLP 0.19% Add +27.4% 1,096,198 $210.4M
Stifel Financial Corp. 0.22% Add +1.8% 1,057,341 $205.1M
Manufacturers Life Insurance Company, The 0.18% Add +2.0% 975,758 $189.3M
Aspiriant, LLC 6.43% Add +0.4% 954,913 $185.2M
MAI Capital Management 1.37% Add +0.3% 931,754 $180.8M
Cambridge Investment Research Advisors, Inc. 0.59% Add +0.3% 900,389 $174.7M
Truist Financial Corp. 0.28% Reduce -2.6% 899,372 $174.5M
Waverly Advisors, LLC 2.11% Add +6.1% 891,032 $172.9M
Cetera Investment Advisers 0.33% Add +2.6% 869,891 $168.8M
Corient Private Wealth LP 0.27% Reduce -8.2% 863,372 $167.5M
Bank of Montreal 0.09% Reduce -0.2% 823,026 $159.7M
Brown Advisory Inc. 0.22% Reduce -6.6% 792,142 $153.7M
Nicholas Hoffman & Company, LLC. 5.48% Reduce -7.6% 742,806 $144.1M
Rockefeller Capital Management L.P. 0.35% Add +5.4% 735,957 $142.8M
Goldman Sachs Group Inc. 0.03% Reduce -4.9% 723,499 $140.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% New 694,758 $134.8M
Cresset Asset Management, LLC 0.66% Add +6.6% 673,352 $130.6M
Robertson Stephens Wealth Management, LLC 4.83% Add +13.2% 664,918 $129.0M
Blair William & Co. 0.38% Reduce -1.4% 641,881 $124.5M
Northeast Financial Consultants Inc 5.50% Reduce -4.7% 638,946 $123.9M
Confluence Wealth Services, Inc. 7.73% Add +10.2% 660,392 $122.7M
Cerity Partners LLC 0.25% Reduce -1.2% 631,052 $122.4M
DAVENPORT & Co LLC 0.71% Add +5.4% 617,400 $119.8M
Baird Financial Group, Inc. 0.23% Reduce -7.5% 609,741 $118.3M
Glenmede Trust Co. NA 0.63% Add +0.9% 608,238 $118.0M
Private Advisor Group, LLC 0.71% Add +1.3% 603,855 $117.1M
Focus Partners Wealth 0.29% Add +9.4% 594,936 $115.4M
MML Investors Services, LLC 0.36% Add +0.3% 564,731 $109.6M
Janney Montgomery Scott LLC 0.30% Add +2.3% 542,274 $105.2M
Fifth Third Bancorp 0.39% Reduce -3.8% 534,881 $103.8M
Sanctuary Advisors, LLC 0.68% Add +10.0% 495,280 $96.1M
Stokes Family Office, LLC 10.74% Reduce -2.6% 492,287 $95.5M
TD Private Client Wealth LLC 2.44% Add +2.2% 455,868 $88.4M
Franklin Resources Inc. 0.03% Add +1.1% 451,805 $87.6M
Mercer Global Advisors Inc. 0.20% Reduce -4.0% 446,466 $86.6M
Haverford Trust Co 0.80% Add +3.0% 410,638 $79.7M
Steward Partners Investment Advisory, LLC 0.70% Add +2.8% 405,443 $78.7M
&partners 0.83% Add +35.7% 407,572 $78.4M
Kestra Advisory Services, LLC 0.37% Reduce -2.8% 395,984 $76.8M
FMR LLC 0.00% Add +6.5% 383,520 $74.4M
Enclave Advisors LLC 12.24% Reduce -9.4% 369,568 $71.7M
Systematic Alpha Investments, LLC 2.62% No change 353,000 $68.5M
Hubbell Strickland Wealth Management, LLC 32.18% Reduce -0.6% 350,443 $68.0M
Ieq Capital, LLC 0.54% Add +13.4% 346,687 $67.3M
Atria Wealth Solutions, Inc. 0.80% Reduce -3.8% 340,714 $66.1M
CW Advisors, LLC 0.78% Add +1.6% 335,492 $65.1M
Paragon Capital Management Ltd 13.31% Reduce -0.8% 332,409 $64.5M
Provenance Wealth Advisors, LLC 8.99% Reduce -1.3% 322,371 $62.5M
Performance Wealth Partners, LLC 2.23% Add +3.4% 321,231 $62.3M
360 Financial, Inc. 22.46% Add +4.7% 319,930 $62.1M
NewEdge Advisors, LLC 0.37% Reduce -0.9% 317,146 $61.5M
Brookstone Capital Management 0.86% Reduce -8.2% 309,075 $60.0M
PNC Financial Services Group, Inc. 0.03% Add +5.6% 308,018 $59.8M
Baltimore-Washington Financial Advisors, Inc. 3.06% Add +1.0% 292,777 $56.8M
Berkshire Money Management, Inc. 6.17% Reduce -9.4% 283,545 $55.0M
Beacon Pointe Advisors, LLC 0.61% Add +1.0% 279,477 $54.2M
Advisor OS, LLC 6.08% Reduce -0.9% 275,467 $53.4M
PDS Planning, Inc 4.38% Add +1.8% 267,756 $51.9M
MJP Associates Inc. 9.32% Add +1.1% 266,297 $51.7M
Planning Alternatives Ltd. 7.90% Add +4.1% 265,727 $51.5M
Resonant Capital Advisors, LLC 3.52% Add +2.9% 260,256 $50.5M
Evensky & Katz LLC 3.35% Reduce -0.2% 257,343 $49.9M
GLOBALT Investments LLC / GA 2.04% Reduce -3.7% 256,877 $49.8M
Equitable Holdings, Inc. 0.45% Add +6.4% 244,533 $47.4M
Principle Wealth Partners LLC 3.37% Reduce -2.9% 242,690 $47.1M
Wealth Architects, LLC 5.09% Reduce -3.3% 237,757 $46.1M
US Bancorp \de 0.06% Add +2.1% 236,079 $45.8M
Rational Advisors, Inc. 4.77% Add +1.0% 234,703 $45.5M
Buska Wealth Management, LLC 14.09% Add +2.2% 231,757 $45.0M
Pathstone Holdings, LLC 0.19% Add +3.0% 230,157 $44.6M
New England Private Wealth Advisors LLC 6.84% Reduce -2.4% 228,126 $44.3M
Northern Trust Corp. 0.01% Reduce -4.2% 227,720 $44.2M

"% 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 2,292 holders