Vanguard Dividend Apprec ETFVIGETF

13F holders, Q2 2025 (June 30)
2,300holders +8
98new positions
78sold out
5famous investors
$204.01avg. 13F price*

At the end of Q2 2025, 2,300 institutions reported holding Vanguard Dividend Apprec ETF (VIG) in their 13F filings, up 8 from Q1 2025. 98 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($4.4B), Morgan Stanley ($2.6B) and Wells Fargo & Company ($2.2B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions98$119.1M
Exits78$231.7M

All 13F filers, Q1 2025 → Q2 2025: 7,517,928 shares bought and 4,337,191 shares sold, net +3,180,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,300 holders

Bank of America Corp. 0.35% Reduce -2.5% 21,321,144 $4.4B
Morgan Stanley 0.17% Add +1.1% 12,674,587 $2.6B
Wells Fargo & Company 0.48% Add +0.5% 10,672,568 $2.2B
Vanguard Group Inc. 0.03% Add +3.2% 10,483,137 $2.1B
Wealthfront Advisers LLC 4.79% Add +19.6% 9,089,642 $1.9B
UBS Group AG 0.28% Reduce -0.7% 6,554,712 $1.3B
LPL Financial LLC 0.45% Add +3.6% 6,509,697 $1.3B
Raymond James Financial Inc. 0.38% Add +0.7% 5,364,287 $1.1B
HB Wealth Management, LLC 8.54% Reduce -2.5% 5,215,607 $1.1B
Prudential Financial Inc. 1.08% Add +2.1% 4,068,122 $832.6M
Royal Bank of Canada 0.15% Add +3.6% 3,875,480 $793.2M
JPMorgan Chase & Co. 0.04% Reduce -0.7% 3,158,917 $646.5M
Commonwealth Equity Services, LLC 0.81% Reduce -1.0% 2,992,420 $612.5M
Ameriprise Financial Inc. 0.13% Add +1.0% 2,521,844 $515.6M
Envestnet Asset Management Inc. 0.14% Add +2.5% 2,367,587 $484.6M
HighTower Advisors, LLC 0.58% Add +3.5% 2,273,719 $465.4M
Signaturefd, LLC 7.09% Add +3.5% 2,031,392 $415.8M
Osaic Holdings, Inc. 0.58% Add +10.4% 1,597,309 $327.0M
Modera Wealth Management, LLC 3.92% Add +4.7% 1,547,972 $316.8M
Northwestern Mutual Wealth Management Co. 0.23% Add +5.1% 1,521,216 $311.3M
Wealth Enhancement Advisory Services, LLC 0.51% Add +4.6% 1,478,914 $307.3M
Mariner, LLC 0.42% Reduce -1.4% 1,407,483 $288.1M
Jones Financial Companies LLLP 0.22% Add +27.3% 1,395,581 $284.6M
Joel Isaacson & Co., LLC 10.60% Add +2.5% 1,273,264 $260.6M
Howard Capital Management, LLC 3.79% Add +1.9% 1,231,457 $253.1M
Captrust Financial Advisors 0.56% Add +4.2% 1,217,884 $249.3M
Trust Point Inc. 22.88% Add +0.5% 1,185,403 $242.6M
Bank of New York Mellon Corp 0.04% Reduce -1.9% 1,116,169 $228.4M
Creative Planning 0.19% Reduce -1.4% 1,092,441 $223.6M
Stifel Financial Corp. 0.21% Add +0.5% 1,062,540 $217.5M
Manufacturers Life Insurance Company, The 0.19% Add +2.7% 1,002,520 $205.2M
Cetera Investment Advisers 0.35% Add +14.9% 999,945 $204.7M
Aspiriant, LLC 6.27% Add +1.0% 964,064 $197.3M
MAI Capital Management 1.34% Add +1.3% 943,374 $193.1M
Waverly Advisors, LLC 2.06% Add +3.0% 917,465 $187.8M
Cambridge Investment Research Advisors, Inc. 0.57% Add +1.2% 911,551 $186.6M
Brown Advisory Inc. 0.24% Add +12.9% 894,156 $183.0M
Truist Financial Corp. 0.26% Reduce -4.0% 863,502 $176.7M
Corient Private Wealth LP 0.23% Reduce -3.2% 835,400 $171.0M
Bank of Montreal 0.09% Reduce -0.5% 818,957 $167.6M
Rockefeller Capital Management L.P. 0.34% Reduce -0.1% 735,554 $152.8M
Nicholas Hoffman & Company, LLC. 3.93% Reduce -0.0% 742,528 $152.0M
Goldman Sachs Group Inc. 0.02% Add +0.9% 730,246 $149.5M
Confluence Wealth Services, Inc. 7.72% Add +4.7% 691,674 $141.6M
Focus Partners Wealth 0.29% Add +10.5% 657,243 $134.5M
Cerity Partners LLC 0.24% Add +3.2% 651,453 $133.3M
Baird Financial Group, Inc. 0.23% Add +6.7% 650,338 $133.1M
Northeast Financial Consultants Inc 5.40% Add +1.0% 645,156 $132.0M
DAVENPORT & Co LLC 0.73% Add +4.2% 643,341 $131.7M
Cresset Asset Management, LLC 0.66% Reduce -5.0% 639,749 $131.5M
Robertson Stephens Wealth Management, LLC 4.54% Reduce -4.1% 637,496 $131.0M
Blair William & Co. 0.36% Reduce -1.0% 635,523 $130.1M
Private Advisor Group, LLC 0.68% Add +2.2% 616,892 $126.3M
Glenmede Investment Management, LP 0.62% — 600,261 $122.9M
MML Investors Services, LLC 0.34% Add +3.3% 583,059 $119.3M
Janney Montgomery Scott LLC 0.29% Add +0.9% 547,347 $112.0M
Fifth Third Bancorp 0.37% Reduce -2.1% 523,458 $107.1M
Sanctuary Advisors, LLC 0.63% Add +1.1% 500,596 $102.5M
Mercer Global Advisors Inc. 0.22% Add +5.4% 470,633 $96.3M
TD Private Client Wealth LLC 2.32% Add +1.3% 461,990 $94.6M
&partners 0.73% Add +13.3% 461,610 $94.5M
Stokes Family Office, LLC 9.62% Reduce -9.0% 448,160 $91.7M
Franklin Resources Inc. 0.02% Reduce -2.1% 442,169 $90.5M
Steward Partners Investment Advisory, LLC 0.68% Add +5.2% 426,536 $87.3M
Haverford Trust Co 0.83% Add +3.6% 425,568 $87.1M
FMR LLC 0.00% Add +5.2% 403,546 $82.6M
Park Avenue Securities LLC 0.68% New 359,315 $73.5M
Systematic Alpha Investments, LLC 2.57% No change 353,000 $72.2M
Kestra Advisory Services, LLC 0.35% Reduce -11.2% 351,636 $72.0M
PNC Financial Services Group, Inc. 0.05% Add +13.1% 348,330 $71.3M
Hubbell Strickland Wealth Management, LLC 31.41% Reduce -0.7% 347,959 $71.2M
CW Advisors, LLC 0.69% Add +3.1% 346,053 $70.8M
Ieq Capital, LLC 0.43% Reduce -1.2% 342,646 $70.1M
Enclave Advisors LLC 10.95% Reduce -10.4% 331,192 $67.8M
360 Financial, Inc. 21.39% Add +3.5% 331,166 $67.8M
NewEdge Advisors, LLC 0.34% Add +2.9% 326,402 $66.8M
Paragon Capital Management Ltd 12.19% Reduce -2.3% 324,693 $66.5M
Performance Wealth Partners, LLC 2.12% Add +0.9% 324,150 $66.3M
Brookstone Capital Management 0.82% Reduce -1.1% 305,764 $62.6M
Baltimore-Washington Financial Advisors, Inc. 2.85% Add +2.2% 299,135 $61.2M
Berkshire Money Management, Inc. 6.12% Add +0.2% 284,097 $58.1M
Advisor OS, LLC 5.62% Add +1.4% 279,204 $57.1M
Beacon Pointe Advisors, LLC 0.60% Reduce -0.2% 278,828 $57.1M
MJP Associates Inc. 8.34% Add +3.1% 274,684 $56.2M
PDS Planning, Inc 4.15% Add +1.5% 271,783 $55.6M
Provenance Wealth Advisors, LLC 7.99% Reduce -15.7% 271,636 $55.6M
Resonant Capital Advisors, LLC 3.53% Add +3.5% 269,307 $55.3M
Planning Alternatives Ltd. 7.62% Add +0.7% 267,604 $54.8M
Equitable Holdings, Inc. 0.45% Add +8.6% 265,569 $54.4M
Pathstone Holdings, LLC 0.21% Add +60.6% 369,667 $53.8M
US Bancorp \de 0.07% Add +9.3% 257,907 $52.8M
Evensky & Katz LLC 3.20% Reduce -0.5% 255,948 $52.4M
Wealth Architects, LLC 5.19% Add +5.0% 249,760 $51.1M
Sequoia Financial Advisors, LLC 0.35% Add +29.7% 249,241 $51.0M
GLOBALT Investments LLC / GA 1.94% Reduce -3.7% 247,352 $50.6M
Principle Wealth Partners LLC 3.12% Add +0.3% 243,543 $49.8M
Buska Wealth Management, LLC 13.30% Add +2.6% 237,865 $48.7M
Avantax Planning Partners, Inc. 1.54% Add +39.0% 237,140 $48.5M
New England Private Wealth Advisors LLC 6.95% Add +0.3% 228,833 $47.5M
Rational Advisors, Inc. 4.87% Reduce -2.4% 229,140 $46.9M

"% 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 2,300 holders