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 $49.49B 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 $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 $5.22B, representing an estimated gain of +3.24% 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
2,551
Total Reported Value
$49.49B
Largest Holder
Bank Of America Corp
Largest Position
$5.05B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
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 | $5,217,747,604 | +$163,822,101 | +3.24% | |
| Morgan Stanley | 0.17% | 13,212,733 | $3,126,397,282 | $3,227,738,545 | +$101,341,263 | +3.24% | |
| Vanguard Global Advisers, Llc | 1.18% | 10,667,534 | $2,524,151,895 | $2,605,971,881 | +$81,819,986 | +3.24% | |
| Wells Fargo & Company/Mn | 0.41% | 10,056,282 | $2,379,517,600 | $2,456,649,130 | +$77,131,530 | +3.24% | |
| Wealthfront Advisers Llc | 4.31% | 9,471,819 | $2,241,221,716 | $2,313,870,664 | +$72,648,948 | +3.24% | |
| Lpl Financial Llc | 0.38% | 7,131,746 | $1,687,513,406 | $1,742,214,230 | +$54,700,824 | +3.24% | |
| Raymond James Financial Inc | 0.41% | 6,364,215 | $1,505,900,465 | $1,554,714,082 | +$48,813,617 | +3.24% | |
| Ubs Group Ag | 0.23% | 6,245,312 | $1,477,765,725 | $1,525,667,268 | +$47,901,543 | +3.24% | |
| Hb Wealth Management, Llc | 7.70% | 5,857,815 | $1,372,140,855 | $1,431,005,626 | +$58,864,771 | +4.29% | |
| Royal Bank Of Canada | 0.17% | 4,179,545 | $988,965,000 | $1,021,021,048 | +$32,056,048 | +3.24% | |
| Jpmorgan Chase & Co | 0.04% | 3,194,824 | $753,787,288 | $780,463,555 | +$26,676,267 | +3.54% | |
| Envestnet Asset Management Inc | 0.14% | 2,577,266 | $609,832,598 | $629,600,311 | +$19,767,713 | +3.24% | |
| Hightower Advisors, Llc | 0.54% | 2,356,586 | $557,615,348 | $575,690,394 | +$18,075,046 | +3.24% | |
| Prudential Financial Inc | 0.60% | 2,313,712 | $547,470,533 | $565,216,704 | +$17,746,171 | +3.24% | |
| Commonwealth Equity Services, Llc | 0.69% | 2,302,544 | $544,827,912 | $562,488,474 | +$17,660,562 | +3.24% | |
| Ameriprise Financial Inc | 0.11% | 2,300,589 | $544,403,878 | $562,010,887 | +$17,607,009 | +3.23% | |
| Jones Financial Companies Lllp | 0.22% | 2,318,930 | $543,966,351 | $566,491,410 | +$22,525,059 | +4.14% | |
| Signaturefd, Llc | 7.22% | 2,283,297 | $540,273,850 | $557,786,624 | +$17,512,774 | +3.24% | |
| Osaic Holdings, Inc. | 0.62% | 2,237,985 | $529,763,741 | $546,717,356 | +$16,953,615 | +3.20% | |
| Modera Wealth Management, Llc | 4.19% | 1,659,600 | $392,694,478 | $405,423,684 | +$12,729,206 | +3.24% | |
| Corient Private Wealth Llc | 0.45% | 1,508,264 | $356,885,240 | $368,453,813 | +$11,568,573 | +3.24% | |
| Joel Isaacson & Co., Llc | 9.39% | 1,371,589 | $324,545,356 | $335,065,477 | +$10,520,121 | +3.24% | |
| Waverly Advisors, Llc | 1.88% | 1,371,321 | $324,481,923 | $335,000,007 | +$10,518,084 | +3.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.54% | 1,346,092 | $319,863,863 | $328,836,815 | +$8,972,952 | +2.81% | |
| Cetera Investment Advisers | 0.28% | 1,285,097 | $304,079,698 | $313,936,346 | +$9,856,648 | +3.24% | |
| Mariner, Llc | 0.31% | 1,241,734 | $293,818,923 | $303,343,199 | +$9,524,276 | +3.24% | |
| Mai Capital Management | 1.12% | 1,238,223 | $292,988,386 | $302,485,497 | +$9,497,111 | +3.24% | |
| Captrust Financial Advisors | 0.45% | 1,237,628 | $292,847,596 | $302,340,144 | +$9,492,548 | +3.24% | |
| Howard Capital Management Inc. | 3.39% | 1,201,957 | $284,407,065 | $293,626,076 | +$9,219,011 | +3.24% | |
| Stifel Financial Corp | 0.21% | 1,046,300 | $247,584,741 | $255,600,627 | +$8,015,886 | +3.24% | |
| Davenport & Co Llc | 1.20% | 992,810 | $234,918,604 | $242,533,555 | +$7,614,951 | +3.24% | |
| Confluence Wealth Services, Inc. | 6.70% | 989,945 | $234,239,928 | $241,833,664 | +$7,593,736 | +3.24% | |
| Brown Advisory Inc | 0.36% | 983,479 | $232,710,883 | $240,254,085 | +$7,543,202 | +3.24% | |
| Cerity Partners Llc | 0.28% | 983,157 | $232,694,625 | $240,175,424 | +$7,480,799 | +3.21% | |
| Aspiriant, Llc | 5.58% | 955,047 | $225,993,808 | $233,308,432 | +$7,314,624 | +3.24% | |
| Bank Of New York Mellon Corp | 0.04% | 948,167 | $224,355,214 | $231,627,716 | +$7,272,502 | +3.24% | |
| Rockefeller Capital Management L.P. | 0.31% | 840,863 | $198,965,294 | $205,414,422 | +$6,449,128 | +3.24% | |
| Manufacturers Life Insurance Company, The | 0.15% | 1,506,493 | $192,664,295 | $368,021,175 | +$175,356,880 | +91.02% | |
| Truist Financial Corp | 0.23% | 809,037 | $191,434,421 | $197,639,649 | +$6,205,228 | +3.24% | |
| Cresset Asset Management, Llc | 0.67% | 780,274 | $184,628,427 | $190,613,135 | +$5,984,708 | +3.24% | |
| Robertson Stephens Wealth Management, Llc | 4.48% | 768,127 | $181,754,213 | $187,645,745 | +$5,891,532 | +3.24% | |
| Nicholas Hoffman & Company, Llc. | 3.75% | 751,455 | $177,809,178 | $183,572,942 | +$5,763,764 | +3.24% | |
| Diversified Enterprises, Llc | 8.24% | 719,567 | $170,263,904 | $175,783,022 | +$5,519,118 | +3.24% | |
| Blair William & Co/Il | 0.44% | 718,567 | $170,027,223 | $175,538,732 | +$5,511,509 | +3.24% | |
| Goldman Sachs Group Inc | 0.02% | 703,627 | $166,492,129 | $171,889,040 | +$5,396,911 | +3.24% | |
| Kestra Advisory Services, Llc | 0.54% | 701,711 | $166,038,895 | $171,420,980 | +$5,382,085 | +3.24% | |
| Focus Partners Wealth | 0.17% | 700,902 | $165,847,568 | $171,223,350 | +$5,375,782 | +3.24% | |
| Bank Of Montreal | 0.06% | 682,120 | $161,403,215 | $166,635,095 | +$5,231,880 | +3.24% | |
| Baird Financial Group, Inc. | 0.21% | 636,627 | $150,638,681 | $155,521,610 | +$4,882,929 | +3.24% | |
| &Partners | 0.59% | 607,172 | $143,596,855 | $148,326,048 | +$4,729,193 | +3.29% |
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.