Vanguard Dividend Appreciation ETF (VIG) Institutional Ownership

$176.73
+0.18 (+0.10%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Number of
Institutional Buyers
(last 12 months)
1273
Total
Institutional Inflows
(last 12 months)
$4.71B
Number of
Institutional Sellers
(last 12 months)
1027
Total
Institutional Outflows
(last 12 months)
$2.45B
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VIG Institutional Buying and Selling by Quarter

Vanguard Dividend Appreciation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024Vigilare Wealth Management46,898$8.56M4.2%-2.8%0.011%
4/27/2024NORTHSTAR ASSET MANAGEMENT Co LLC24,515$4.48M1.1%+4.5%0.006%
4/27/2024Capital Performance Advisors LLP21,093$3.85M1.5%N/A0.005%
4/26/2024Pinnacle Associates Ltd.31,799$5.81M0.1%+10.1%0.007%
4/26/2024Trueblood Wealth Management LLC1,657$303K0.2%N/A0.000%
4/26/2024Sterling Investment Counsel LLC1,987$363K0.2%-19.6%0.000%
4/26/2024Plan Group Financial LLC3,177$580K0.4%+158.7%0.001%
4/26/2024BLB&B Advisors LLC2,574$470K0.0%-7.8%0.001%
4/26/2024Acorn Wealth Advisors LLC26,079$4.76M2.5%+1.5%0.006%
4/26/2024UMB Bank n.a.63,305$11.56M0.2%+8.8%0.015%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC11,099$1.96M0.8%-1.3%0.003%
4/26/2024LifeSteps Financial Inc.467$85K0.1%N/A0.000%
4/26/2024Arcataur Capital Management LLC30,026$5.48M2.0%-1.7%0.007%
4/26/2024Highview Capital Management LLC DE 6,332$1.16M0.5%-3.1%0.001%
4/26/2024Prestige Wealth Management Group LLC3,057$558K0.1%+8.2%0.001%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.2,650$484K0.4%-31.7%0.001%
4/26/2024Crestone Asset Management LLC1,168$213K0.0%N/A0.000%
4/26/2024JNBA Financial Advisors176,796$32.29M3.4%-30.6%0.041%
4/26/2024Schmidt P J Investment Management Inc.20,253$3.70M0.7%+9.0%0.005%
4/26/2024YHB Investment Advisors Inc.6,237$1.14M0.1%-1.8%0.001%
4/26/2024Opus Capital Group LLC14,411$2.63M0.4%-6.3%0.003%
4/26/2024First National Trust Co12,584$2.30M0.1%+1.3%0.003%
4/26/2024Clear Creek Financial Management LLC31,691$5.77M0.7%+156.4%0.007%
4/26/2024 Mesirow Financial Investment Management Inc.174,199$31.81M0.7%N/A0.040%
4/26/2024Patrick M Sweeney & Associates Inc.3,136$573K0.5%+9.3%0.001%
4/26/2024Carr Financial Group Corp73,903$13.50M4.5%+28.7%0.017%
4/26/2024MONECO Advisors LLC8,725$1.59M0.3%-16.9%0.002%
4/26/2024Verdence Capital Advisors LLC26,633$4.86M0.4%-0.3%0.006%
4/26/2024Davies Financial Advisors Inc.1,723$315K0.3%N/A0.000%
4/26/2024Emerald Advisors LLC8,733$1.60M0.3%+3.7%0.002%
4/26/2024Triton Wealth Management PLLC1,150$203K0.1%N/A0.000%
4/26/2024Latitude Advisors LLC11,064$2.02M1.3%+3.1%0.003%
4/26/2024Tritonpoint Wealth LLC2,063$377K0.0%+9.2%0.000%
4/26/2024Bogart Wealth LLC852$156K0.0%-88.3%0.000%
4/25/2024Allworth Financial LP130,557$23.84M0.2%-5.1%0.030%
4/25/2024One Day In July LLC27,684$5.06M0.7%+3.0%0.006%
4/25/2024Lodestar Private Asset Management LLC122,527$22.38M3.2%+2.6%0.028%
4/25/2024Human Investing LLC152,984$27.94M5.6%-1.7%0.035%
4/25/2024TRUE Private Wealth Advisors2,887$527K0.1%+3.3%0.001%
4/25/2024Bank of New York Mellon Corp1,954,126$356.84M0.1%-7.3%0.452%
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4/25/2024Osborne Partners Capital Management LLC48,320$8.82M0.5%-2.4%0.011%
4/25/2024Smith Chas P & Associates PA Cpas3,738$683K0.0%-3.7%0.001%
4/25/2024Oldfather Financial Services LLC1,400$256K0.1%-7.1%0.000%
4/25/2024Capital Investment Advisory Services LLC8,534$1.56M0.2%-10.6%0.002%
4/25/2024HTLF Bank4,578$836K0.1%-89.5%0.001%
4/25/2024Triumph Capital Management1,352$245K0.1%N/A0.000%
4/25/2024L.M. Kohn & Company8,216$1.50M0.4%+15.3%0.002%
4/25/2024Benedict Financial Advisors Inc.18,310$3.34M0.8%-6.9%0.004%
4/25/2024Investment Advisory Services Inc. TX ADV139,197$25.42M9.3%+0.4%0.032%
4/25/2024Klaas Financial Asset Advisors LLC260,510$47.57M9.5%+0.0%0.060%
4/25/2024Eudaimonia Partners LLC2,474$452K0.1%-8.2%0.001%
4/25/2024 Valeo Financial Advisors LLC5,768$1.02M0.0%+10.9%0.001%
4/25/2024Eudaimonia Advisors LLC10,604$1.94M1.0%+1.2%0.002%
4/25/2024Telos Capital Management Inc.3,328$608K0.1%-2.9%0.001%
4/25/2024 IFG Advisors LLC5,092$930K0.2%+7.8%0.001%
4/25/2024 Summit Financial LLC6,356$1.16M0.1%+296.8%0.001%
4/25/2024 IAG Wealth Partners LLC41,148$7.51M1.6%-6.3%0.010%
4/25/2024 Cambridge Investment Research Advisors Inc.830,337$151.63M0.6%-3.7%0.192%
4/24/2024 Private Trust Co. NA9,654$1.76M0.2%-3.8%0.002%
4/24/2024 Leavell Investment Management Inc.60,744$11.09M0.6%-2.2%0.014%
4/24/2024 Krilogy Financial LLC11,443$2.09M0.2%+1.2%0.003%
4/24/2024 Patton Albertson Miller Group LLC17,901$3.27M0.5%-4.6%0.004%
4/24/2024 Zhang Financial LLC14,028$2.56M0.2%+8.0%0.003%
4/24/2024 CENTRAL TRUST Co116,978$21.36M0.5%-1.2%0.027%
4/24/2024 Oxler Private Wealth LLC26,301$4.80M1.9%-0.7%0.006%
4/24/2024 Newbridge Financial Services Group Inc.1,090$199K0.1%+77.5%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC1,957$357K0.1%-34.1%0.000%
4/24/2024 Greenspring Advisors LLC6,203$1.13M0.3%+22.0%0.001%
4/24/2024 HMS Capital Management LLC4,513$824K0.5%+3.2%0.001%
4/24/2024 Pitti Group Wealth Management LLC10,368$1.84M2.1%-1.1%0.002%
4/24/2024 Round Rock Advisors LLC12,151$2.22M0.5%-0.9%0.003%
4/24/2024 Paragon Financial Partners Inc.8,298$1.52M1.2%+5.7%0.002%
4/24/2024 Marino Stram & Associates LLC21,134$3.86M0.9%+3.9%0.005%
4/24/2024 Dakota Wealth Management69,793$12.75M0.3%+1.3%0.016%
4/24/2024 SOL Capital Management CO4,706$859K0.1%+12.6%0.001%
4/24/2024 Landmark Wealth Management LLC15,399$2.81M1.3%-1.1%0.004%
4/24/2024 Smith Anglin Financial LLC123,496$22.55M2.3%-7.6%0.029%
4/24/2024 Simplicity Wealth LLC61,178$11.17M0.3%+1,939.3%0.014%
4/24/2024 Archford Capital Strategies LLC56,637$10.34M1.7%+1.8%0.013%
4/24/2024 Spire Wealth Management40,533$7.40M0.3%-0.5%0.009%
4/24/2024 Buttonwood Financial Advisors Inc.19,773$3.61M1.7%-1.1%0.005%
4/24/2024 Essex Financial Services Inc.55,493$10.13M0.9%-1.6%0.013%
4/24/2024 Capasso Planning Partners LLC1,217$222K0.1%-27.8%0.000%
4/23/2024 Wetzel Investment Advisors Inc.12,870$2.24M1.3%-1.7%0.003%
4/23/2024 Godsey & Gibb Inc.864$158K0.0%+129.8%0.000%
4/23/2024 Charter Oak Capital Management LLC19,600$3.58M0.4%-2.2%0.005%
4/23/2024 Canal Capital Management LLC3,912$714K0.1%+19.7%0.001%
4/23/2024 BSW Wealth Partners3,812$696K0.1%-7.9%0.001%
4/23/2024 Bfsg LLC6,881$1.26M0.2%+7.1%0.002%
4/23/2024 Global Retirement Partners LLC59,298$10.83M0.4%+6.2%0.014%
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4/23/2024 Cornell Pochily Investment Advisors Inc.11,712$2.14M0.8%+1.9%0.003%
4/23/2024 Mason & Associates Inc51,960$9.49M2.5%-62.4%0.012%
4/23/2024 Covenant Asset Management LLC3,344$611K0.1%-2.1%0.001%
4/23/2024 WASHINGTON TRUST Co53,209$9.72M0.4%+1.1%0.012%
4/23/2024 Venturi Wealth Management LLC1,902$347K0.0%+4.9%0.000%
4/23/2024 Silver Lake Advisory LLC3,729$681K0.3%N/A0.001%
4/23/2024 Rational Advisors LLC320,269$58.48M5.4%N/A0.074%
4/23/2024 Live Oak Private Wealth LLC1,115$204K0.0%N/A0.000%
4/23/2024 Masso Torrence Wealth Management Inc.3,355$613K0.4%-5.3%0.001%
4/23/2024 Wheelhouse Advisory Group LLC63,672$11.63M9.2%+6.7%0.015%
(Data available from 1/1/2016 forward)

VIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VIG shares?

During the previous two years, 2,040 institutional investors and hedge funds held shares of Vanguard Dividend Appreciation ETF. The most heavily invested institutionals were Morgan Stanley ($1.76B), Vanguard Group Inc. ($1.39B), UBS Group AG ($1.10B), Wealthfront Advisers LLC ($972.39M), LPL Financial LLC ($807.88M), HB Wealth Management LLC ($655.53M), and Raymond James & Associates ($646.02M).Learn more on VIG's institutional investors.

Which institutional investors have been buying Vanguard Dividend Appreciation ETF stock?

Of the 1,786 institutional investors that purchased Vanguard Dividend Appreciation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Evoke Wealth LLC ($2.93M), International Assets Investment Management LLC ($2.04M), Raymond James & Associates ($1.92M), First Republic Investment Management Inc. ($1.81M), Bank of Montreal Can ($1.20M), Money Concepts Capital Corp ($808.64K), and Wealthfront Advisers LLC ($674.65K).

How much institutional buying is happening at Vanguard Dividend Appreciation ETF?

Institutional investors have bought a total of 53,175,736 shares in the last 24 months. This purchase volume represents approximately $8.40B in transactions.

Which Vanguard Dividend Appreciation ETF major shareholders have been selling company stock?

Of the 1,365 institutional investors that sold Vanguard Dividend Appreciation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($2.55M), First Republic Investment Management Inc. ($2.02M), Charles Schwab Investment Management Inc. ($984.80K), Money Concepts Capital Corp ($831.91K), Brown Advisory Inc. ($674.27K), The Manufacturers Life Insurance Company ($586.37K), and New England Private Wealth Advisors LLC ($546.70K).

How much institutional selling is happening at Vanguard Dividend Appreciation ETF?

Institutional investors have sold a total of 29,417,003 shares in the last 24 months. This volume of shares sold represents approximately $4.58B in transactions.


This page (NYSEARCA:VIG) was last updated on 4/28/2024 by MarketBeat.com Staff

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