VIG Institutional Ownership & Shareholders
VANGUARD DIVIDEND APPREC ETF (VIG) is currently held by 2,581 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $49.75B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of VIG tracked by InsiderSet, reporting ownership valued at approximately $5.05B in its June 30, 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 $5.29B, representing an estimated gain of +4.71% 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, Vanguard Global Advisers, Llc, 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
2,581
Total Reported Value
$49.75B
Largest Holder
Bank Of America Corp
Largest Position
$5.05B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
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 | 0.33% | 21,358,826 | $5,053,925,503 | $5,291,862,730 | +$237,937,227 | +4.71% | |
| Morgan Stanley | 0.17% | 13,212,733 | $3,126,397,282 | $3,273,586,728 | +$147,189,446 | +4.71% | |
| Vanguard Global Advisers, Llc | 1.18% | 10,667,534 | $2,524,151,895 | $2,642,988,224 | +$118,836,329 | +4.71% | |
| Wells Fargo & Company/Mn | 0.41% | 10,056,282 | $2,379,517,600 | $2,491,544,428 | +$112,026,828 | +4.71% | |
| Wealthfront Advisers Llc | 4.31% | 9,471,819 | $2,241,221,716 | $2,346,737,875 | +$105,516,159 | +4.71% | |
| Lpl Financial Llc | 0.38% | 7,131,746 | $1,687,513,406 | $1,766,961,389 | +$79,447,983 | +4.71% | |
| Raymond James Financial Inc | 0.41% | 6,364,215 | $1,505,900,465 | $1,576,797,908 | +$70,897,443 | +4.71% | |
| Ubs Group Ag | 0.23% | 6,245,312 | $1,477,765,725 | $1,547,338,501 | +$69,572,776 | +4.71% | |
| Hb Wealth Management, Llc | 7.07% | 5,957,338 | $1,374,791,610 | $1,475,990,063 | +$101,198,453 | +7.36% | |
| Royal Bank Of Canada | 0.17% | 4,179,545 | $988,965,000 | $1,035,524,069 | +$46,559,069 | +4.71% | |
| Jpmorgan Chase & Co | 0.04% | 3,194,824 | $753,787,288 | $791,549,594 | +$37,762,306 | +5.01% | |
| Envestnet Asset Management Inc | 0.14% | 2,577,266 | $609,832,598 | $638,543,424 | +$28,710,826 | +4.71% | |
| Signaturefd, Llc | 7.06% | 2,349,375 | $548,132,569 | $582,081,150 | +$33,948,581 | +6.19% | |
| Prudential Financial Inc | 0.60% | 2,313,712 | $547,470,533 | $573,245,285 | +$25,774,752 | +4.71% | |
| Ameriprise Financial Inc | 0.11% | 2,300,589 | $544,403,878 | $569,993,931 | +$25,590,053 | +4.70% | |
| Jones Financial Companies Lllp | 0.22% | 2,318,930 | $543,966,351 | $574,538,097 | +$30,571,746 | +5.62% | |
| Osaic Holdings, Inc. | 0.62% | 2,237,985 | $529,763,741 | $554,483,164 | +$24,719,423 | +4.67% | |
| Commonwealth Equity Services, Llc | 0.61% | 2,012,790 | $469,604,032 | $498,688,850 | +$29,084,818 | +6.19% | |
| Modera Wealth Management, Llc | 4.27% | 1,736,328 | $405,102,578 | $430,192,625 | +$25,090,047 | +6.19% | |
| Corient Private Wealth Llc | 0.48% | 1,471,305 | $348,140,118 | $364,530,527 | +$16,390,409 | +4.71% | |
| Wealth Enhancement Advisory Services, Llc | 0.51% | 1,444,405 | $341,053,560 | $357,865,783 | +$16,812,223 | +4.93% | |
| Joel Isaacson & Co., Llc | 9.39% | 1,371,589 | $324,545,356 | $339,824,891 | +$15,279,535 | +4.71% | |
| Waverly Advisors, Llc | 1.88% | 1,371,321 | $324,481,923 | $339,758,491 | +$15,276,568 | +4.71% | |
| Cetera Investment Advisers | 0.28% | 1,285,097 | $304,079,698 | $318,395,633 | +$14,315,935 | +4.71% | |
| Mariner, Llc | 0.31% | 1,241,734 | $293,818,923 | $307,652,016 | +$13,833,093 | +4.71% | |
| Mai Capital Management | 1.12% | 1,238,223 | $292,988,386 | $306,782,130 | +$13,793,744 | +4.71% | |
| Captrust Financial Advisors | 0.45% | 1,237,628 | $292,847,596 | $306,634,713 | +$13,787,117 | +4.71% | |
| Howard Capital Management Inc. | 3.39% | 1,201,957 | $280,428,588 | $297,796,866 | +$17,368,278 | +6.19% | |
| Creative Planning | 0.16% | 1,196,160 | $279,076,037 | $296,360,602 | +$17,284,565 | +6.19% | |
| Davenport & Co Llc | 1.38% | 1,145,441 | $267,242,954 | $283,794,462 | +$16,551,508 | +6.19% | |
| Stifel Financial Corp | 0.21% | 1,046,300 | $247,584,741 | $259,231,288 | +$11,646,547 | +4.70% | |
| Confluence Wealth Services, Inc. | 6.70% | 989,945 | $234,239,928 | $245,268,773 | +$11,028,845 | +4.71% | |
| Brown Advisory Inc | 0.36% | 983,479 | $232,710,883 | $243,666,757 | +$10,955,874 | +4.71% | |
| Cerity Partners Llc | 0.28% | 983,157 | $232,694,625 | $243,586,978 | +$10,892,353 | +4.68% | |
| Aspiriant, Llc | 5.51% | 965,249 | $225,202,411 | $239,150,092 | +$13,947,681 | +6.19% | |
| Bank Of New York Mellon Corp | 0.04% | 948,167 | $224,355,214 | $234,917,856 | +$10,562,642 | +4.71% | |
| Rockefeller Capital Management L.P. | 0.31% | 840,863 | $198,965,294 | $208,332,217 | +$9,366,923 | +4.71% | |
| Manufacturers Life Insurance Company, The | 0.15% | 1,506,493 | $192,664,295 | $373,248,706 | +$180,584,411 | +93.73% | |
| Cresset Asset Management, Llc | 0.67% | 780,274 | $184,628,427 | $193,320,686 | +$8,692,259 | +4.71% | |
| Robertson Stephens Wealth Management, Llc | 4.42% | 784,661 | $183,069,249 | $194,407,609 | +$11,338,360 | +6.19% | |
| Truist Financial Corp | 0.21% | 772,719 | $180,282,997 | $191,448,859 | +$11,165,862 | +6.19% | |
| Nicholas Hoffman & Company, Llc. | 3.68% | 756,006 | $176,383,793 | $187,308,047 | +$10,924,254 | +6.19% | |
| Diversified Enterprises, Llc | 8.05% | 745,115 | $173,842,873 | $184,609,692 | +$10,766,819 | +6.19% | |
| Blair William & Co/Il | 0.44% | 718,567 | $170,027,223 | $178,032,160 | +$8,004,937 | +4.71% | |
| Kestra Advisory Services, Llc | 0.48% | 727,956 | $169,839,503 | $180,358,379 | +$10,518,876 | +6.19% | |
| Goldman Sachs Group Inc | 0.02% | 703,627 | $166,492,129 | $174,330,626 | +$7,838,497 | +4.71% | |
| Focus Partners Wealth | 0.17% | 700,902 | $165,847,568 | $173,655,480 | +$7,807,912 | +4.71% | |
| Bank Of Montreal | 0.06% | 682,120 | $161,403,215 | $169,002,051 | +$7,598,836 | +4.71% | |
| Baird Financial Group, Inc. | 0.21% | 636,627 | $150,638,681 | $157,730,706 | +$7,092,025 | +4.71% | |
| &Partners | 0.59% | 607,172 | $143,596,855 | $150,432,935 | +$6,836,080 | +4.76% |
Frequently asked questions about VIG
Who are the largest institutional holders of VIG?
The largest institutional holders of VIG reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Vanguard Global Advisers, Llc, Wells Fargo & Company/Mn, and Wealthfront Advisers Llc. InsiderSet ranks institutional holders by their latest reported VIG position.
What is VIG institutional ownership?
This page tracks VIG positions reported by institutional investment managers through SEC Form 13F. VANGUARD DIVIDEND APPREC ETF (VIG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VIG?
InsiderSet currently tracks 2,581 institutional managers reporting VIG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VIG shareholders.
How much VIG stock do institutions own?
Institutional investment managers disclosed approximately $49.75B in VIG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VIG institutional ownership last updated?
The latest VIG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VIG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VIG position after the reporting date.
Are institutions buying or selling VIG?
Institutional buying and selling can be analyzed by comparing VIG positions across consecutive 13F reporting periods. InsiderSet's VIG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VIG ownership changes.
How has VIG institutional ownership changed over time?
InsiderSet tracks VIG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.