VANGUARD DIVIDEND APPREC ETF (VIG) Institutional Shareholders
VANGUARD DIVIDEND APPREC ETF (VIG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $45.48B in VIG holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of VIG tracked by InsiderSet, reporting ownership valued at approximately $4.66B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.18B, representing an estimated gain of +11.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed VIG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in VANGUARD DIVIDEND APPREC ETF (VIG).
This page ranks the largest institutional VIG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,514
Total Reported Value
$45.48B
Largest Holder
Bank Of America Corp
Largest Position
$4.66B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.34% | 21,677,879 | $4,662,044,559 | $5,184,698,320 | +$522,653,761 | +11.21% | |
| Morgan Stanley | 0.17% | 13,018,448 | $2,799,747,773 | $3,113,622,208 | +$313,874,435 | +11.21% | |
| Wells Fargo & Company/Mn | 0.46% | 10,790,756 | $2,320,660,008 | $2,580,825,113 | +$260,165,105 | +11.21% | |
| Vanguard Global Advisers, Llc | 1.24% | 10,627,842 | $2,285,623,701 | $2,541,860,971 | +$256,237,270 | +11.21% | |
| Wealthfront Advisers Llc | 4.25% | 8,997,146 | $1,934,926,284 | $2,151,847,409 | +$216,921,125 | +11.21% | |
| Lpl Financial Llc | 0.40% | 7,002,475 | $1,505,952,015 | $1,674,781,946 | +$168,829,931 | +11.21% | |
| Hb Wealth Management, Llc | 7.70% | 5,857,815 | $1,372,140,855 | $1,401,013,614 | +$28,872,759 | +2.10% | |
| Ubs Group Ag | 0.24% | 6,330,804 | $1,361,502,708 | $1,514,138,393 | +$152,635,685 | +11.21% | |
| Raymond James Financial Inc | 0.38% | 5,720,946 | $1,230,346,672 | $1,368,278,655 | +$137,931,983 | +11.21% | |
| Royal Bank Of Canada | 0.17% | 4,141,560 | $890,683,000 | $990,536,905 | +$99,853,905 | +11.21% | |
| Commonwealth Equity Services, Llc | 0.69% | 2,302,544 | $544,827,912 | $550,699,448 | +$5,871,536 | +1.08% | |
| Signaturefd, Llc | 7.22% | 2,283,297 | $540,273,850 | $546,096,143 | +$5,822,293 | +1.08% | |
| Envestnet Asset Management Inc | 0.14% | 2,496,901 | $536,983,635 | $597,183,812 | +$60,200,177 | +11.21% | |
| Prudential Financial Inc | 0.66% | 2,487,625 | $534,988,633 | $594,965,271 | +$59,976,638 | +11.21% | |
| Ameriprise Financial Inc | 0.12% | 2,446,374 | $526,174,678 | $585,099,270 | +$58,924,592 | +11.20% | |
| Hightower Advisors, Llc | 0.54% | 2,351,156 | $505,656,159 | $562,325,981 | +$56,669,822 | +11.21% | |
| Jones Financial Companies Lllp | 0.21% | 2,055,747 | $433,291,278 | $491,673,010 | +$58,381,732 | +13.47% | |
| Osaic Holdings, Inc. | 0.62% | 1,954,312 | $420,444,455 | $467,412,801 | +$46,968,346 | +11.17% | |
| Modera Wealth Management, Llc | 4.16% | 1,612,753 | $346,838,616 | $385,722,135 | +$38,883,519 | +11.21% | |
| Northwestern Mutual Wealth Management Co | 0.21% | 1,587,592 | $341,427,312 | $379,704,379 | +$38,277,067 | +11.21% | |
| Corient Private Wealth Llc | 0.47% | 1,544,410 | $328,064,949 | $369,376,540 | +$41,311,591 | +12.59% | |
| Wealth Enhancement Advisory Services, Llc | 0.54% | 1,346,092 | $319,863,863 | $321,944,824 | +$2,080,961 | +0.65% | |
| Mariner, Llc | 0.34% | 1,363,406 | $293,212,372 | $326,085,813 | +$32,873,441 | +11.21% | |
| Joel Isaacson & Co., Llc | 9.62% | 1,349,051 | $290,126,848 | $322,652,528 | +$32,525,680 | +11.21% | |
| Howard Capital Management Inc. | 3.39% | 1,201,957 | $284,407,065 | $287,472,056 | +$3,064,991 | +1.08% | |
| Waverly Advisors, Llc | 2.02% | 1,254,222 | $269,732,953 | $299,972,276 | +$30,239,323 | +11.21% | |
| Captrust Financial Advisors | 0.46% | 1,231,858 | $264,842,740 | $294,623,478 | +$29,780,738 | +11.24% | |
| Creative Planning | 0.18% | 1,204,922 | $259,130,529 | $288,181,195 | +$29,050,666 | +11.21% | |
| Cetera Investment Advisers | 0.27% | 1,173,338 | $252,337,994 | $280,627,249 | +$28,289,255 | +11.21% | |
| Davenport & Co Llc | 1.20% | 992,810 | $234,918,604 | $237,450,368 | +$2,531,764 | +1.08% | |
| Confluence Wealth Services, Inc. | 6.70% | 989,945 | $234,239,928 | $236,765,146 | +$2,525,218 | +1.08% | |
| Aspiriant, Llc | 5.58% | 955,047 | $225,993,808 | $228,418,591 | +$2,424,783 | +1.07% | |
| Stifel Financial Corp | 0.20% | 1,035,284 | $222,651,813 | $247,608,874 | +$24,957,061 | +11.21% | |
| Brown Advisory Inc | 0.35% | 986,330 | $212,120,024 | $235,900,546 | +$23,780,522 | +11.21% | |
| Mai Capital Management | 1.19% | 976,020 | $209,902,839 | $233,434,703 | +$23,531,864 | +11.21% | |
| Bank Of New York Mellon Corp | 0.04% | 965,770 | $207,698,479 | $230,983,211 | +$23,284,732 | +11.21% | |
| Cerity Partners Llc | 0.29% | 933,619 | $201,018,441 | $223,293,656 | +$22,275,215 | +11.08% | |
| Truist Financial Corp | 0.23% | 809,037 | $191,434,421 | $193,497,379 | +$2,062,958 | +1.08% | |
| Robertson Stephens Wealth Management, Llc | 4.48% | 768,127 | $181,754,213 | $183,712,935 | +$1,958,722 | +1.08% | |
| Rockefeller Capital Management L.P. | 0.31% | 824,486 | $177,314,136 | $197,192,317 | +$19,878,181 | +11.21% | |
| Diversified Enterprises, Llc | 8.24% | 719,567 | $170,263,904 | $172,098,839 | +$1,834,935 | +1.08% | |
| Manufacturers Life Insurance Company, The | 0.15% | 791,019 | $170,115,306 | $189,188,014 | +$19,072,708 | +11.21% | |
| Kestra Advisory Services, Llc | 0.54% | 701,711 | $166,038,895 | $167,828,220 | +$1,789,325 | +1.08% | |
| Cresset Asset Management, Llc | 0.71% | 765,784 | $164,689,426 | $183,152,559 | +$18,463,133 | +11.21% | |
| Nicholas Hoffman & Company, Llc. | 3.73% | 750,651 | $161,435,085 | $179,533,200 | +$18,098,115 | +11.21% | |
| Goldman Sachs Group Inc | 0.02% | 698,249 | $150,165,461 | $167,000,213 | +$16,834,752 | +11.21% | |
| Focus Partners Wealth | 0.16% | 688,702 | $148,153,808 | $164,716,857 | +$16,563,049 | +11.18% | |
| Blair William & Co/Il | 0.42% | 687,771 | $147,912,091 | $164,494,190 | +$16,582,099 | +11.21% | |
| Bank Of Montreal | 0.06% | 686,798 | $147,702,862 | $164,261,478 | +$16,558,616 | +11.21% | |
| Private Advisor Group, Llc | 0.65% | 597,388 | $141,353,851 | $142,877,288 | +$1,523,437 | +1.08% |
Frequently asked questions about VIG
Who owns the most VIG stock?
The largest holders of VIG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD DIVIDEND APPREC ETF (VIG).
Is VIG widely held by superinvestors?
Many widely followed stocks like VIG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VIG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.