VIG
Vanguard Dividend Appreciation ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow -4.4% ·
net new positions +14.3%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1.57M | $369.96M | n/a | n/a |
| Q2 2026 | 84 | +1 | 123.58M | $29.07B | +4 | −3 |
| Q1 2026 | 84 | +2 | 121.99M | $26.21B | +5 | −3 |
| Q4 2025 | 82 | -2 | 137.58M | $30.24B | n/a | −2 |
| Q3 2025 | 14 | +1 | 30.86M | $6.66B | +1 | n/a |
| Q2 2025 | 10 | 0 | 11.31M | $2.31B | +1 | −1 |
| Q1 2025 | 7 | +1 | 293.90K | $57.01M | +1 | n/a |
| Q4 2024 | 6 | 0 | 307.31K | $60.18M | +1 | −1 |
| Q3 2024 | 6 | 0 | 257.15K | $50.93M | n/a | n/a |
| Q2 2024 | 6 | n/a | 185.46K | $33.86M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments ✦ | 146.40K | -27.6% | $28.40M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 75.83K | +38.7% | $14.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Gotham Asset Management ✦ | 48.95K | +136.9% | $9.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 9.23K | -61.7% | $1.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Fisher Asset Management ✦ | 6.26K | +67.1% | $1.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Millennium Management ✦ | 5.30K | New | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 1.93K | 0.0% | $375,000 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $1.03M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,491 holders, 210.06M shares, $44.39B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.