Security record · archived quarter
VIG
Vanguard Dividend Appreciation ETF · Financial Services · Asset Management
82Tracked holders
-2Δ holders
137.58MShares held
$30.24BReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -2.4% ·
share flow -1.8% ·
net new positions -2.4%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.53M | $361.85M | n/a | −1 |
| Q2 2026 | 83 | +1 | 121.22M | $28.51B | +4 | −4 |
| 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 |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 24.74M | n/a | $5.44B | 0.4% | n/c | 1 | SEC ↗ ×6 |
| 2 | Morgan Stanley ✦ | 12.77M | +2.0% | $2.81B | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 3 | Wells Fargo & Company/Mn | 10.81M | n/a | $2.38B | 0.5% | n/c | 1 | SEC ↗ ×5 |
| 4 | The Vanguard Group ✦ (passive) | 10.69M | +1.2% | $2.35B | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Wealthfront Advisers LLC | 9.88M | n/a | $2.17B | 4.9% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 6.91M | n/a | $1.52B | 0.4% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 6.26M | n/a | $1.38B | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 8 | Raymond James Financial Inc | 5.59M | n/a | $1.23B | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 9 | Royal Bank Of Canada | 4.16M | n/a | $914.11M | 0.2% | n/c | 1 | SEC ↗ ×14 |
| 10 | JPMorgan Chase ✦ | 3.24M | -48.0% | $713.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 11 | Corient Private Wealth LP | 2.94M | n/a | $640.69M | 0.4% | n/c | 1 | SEC ↗ ×4 |
| 12 | Prudential Financial Inc | 2.70M | n/a | $598.06M | 0.7% | n/c | 1 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 2.62M | n/a | $575.53M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 14 | Commonwealth Equity Services, Llc | 2.57M | n/a | $565.14M | 0.8% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 2.36M | n/a | $518.23M | 0.6% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 2.30M | n/a | $505.00M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 1.89M | n/a | $415.19M | 0.6% | n/c | 1 | SEC ↗ ×5 |
| 18 | Jones Financial Companies Lllp | 1.74M | n/a | $381.58M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 19 | Wealth Enhancement Advisory… | 1.57M | n/a | $352.39M | 0.5% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 1.58M | n/a | $346.45M | 0.2% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 1.39M | n/a | $306.00M | 0.4% | n/c | 1 | SEC ↗ ×4 |
| 22 | Captrust Financial Advisors | 1.21M | n/a | $264.86M | 0.5% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 1.18M | n/a | $258.26M | 0.3% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 1.13M | n/a | $247.59M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 25 | Bank of New York Mellon Corp | 1.07M | n/a | $234.95M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 26 | Stifel Financial Corp | 1.06M | n/a | $232.66M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 27 | Brown Advisory Inc | 978.76K | n/a | $215.11M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 28 | Manufacturers Life Insurance… | 895.00K | n/a | $196.71M | 0.2% | n/c | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 857.70K | n/a | $188.51M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 30 | Truist Financial Corp | 857.52K | n/a | $188.47M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 31 | Rockefeller Capital Management L.P. | 828.71K | n/a | $182.13M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 32 | Mercer Global Advisors Inc /Adv | 772.65K | n/a | $170.12M | 0.3% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 753.58K | n/a | $165.62M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 34 | Goldman Sachs Group ✦ | 717.45K | +3.2% | $157.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 35 | Focus Partners Wealth | 688.83K | n/a | $151.34M | 0.2% | n/c | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 673.55K | n/a | $148.03M | 0.4% | n/c | 1 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 640.86K | n/a | $140.85M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 38 | Mml Investors Services, Llc | 590.72K | n/a | $129.83M | 0.3% | n/c | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 488.97K | n/a | $107.47M | 0.3% | n/c | 1 | SEC ↗ |
| 40 | Franklin Resources Inc | 451.84K | n/a | $99.31M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 41 | Fidelity (FMR) ✦ | 449.19K | +2.5% | $98.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Pnc Financial Services Group, Inc. | 382.03K | n/a | $83.96M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 43 | Us Bancorp \De\ | 252.16K | n/a | $55.42M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 44 | Northern Trust Corp | 230.23K | n/a | $50.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Citigroup Inc | 213.12K | n/a | $46.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | AQR Capital Management ✦ | 168.88K | +25.6% | $37.12M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 47 | BlackRock ✦ (passive) | 159.63K | +200.1% | $35.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | First Manhattan Co. Llc. | 147.33K | n/a | $32.38M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 144.18K | n/a | $31.69M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Cwm, Llc | 125.24K | n/a | $27.52M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 122.53K | n/a | $26.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Lido Advisors, LLC | 103.81K | n/a | $22.53M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 53 | Mirae Asset Global Investments Co.… | 96.04K | n/a | $21.11M | 0.1% | n/c | 1 | SEC ↗ |
| 54 | Gotham Asset Management ✦ | 82.79K | +60.7% | $18.20M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 76.97K | n/a | $16.92M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | TD Waterhouse Canada Inc. | 71.27K | n/a | $15.66M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Cibc World Market Inc. | 41.19K | n/a | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | First Trust Advisors Lp | 25.62K | n/a | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 21.92K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Financial Engines Advisors L.L.C. | 21.20K | n/a | $4.66M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Empower Advisory Group, LLC | 16.50K | n/a | $3.63M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Assetmark, Inc | 16.09K | n/a | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Renaissance Technologies ✦ | 15.90K | +93.9% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Invesco Ltd. | 8.13K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Alliancebernstein L.P. | 5.73K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Fisher Asset Management ✦ | 4.98K | +4.3% | $1.09M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 67 | GAMCO Investors ✦ | 4.85K | 0.0% | $1.07M | 0.0% | Held | 3 | SEC ↗ |
| 68 | Allspring Global Investments… | 4.62K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Neuberger Berman Group LLC | 4.42K | n/a | $970,897 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 3.78K | n/a | $830,755 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Federated Hermes, Inc. | 2.99K | n/a | $656,703 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Barclays Plc | 2.67K | n/a | $586,813 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Sei Investments Co | 2.54K | n/a | $557,150 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Chevy Chase Trust Holdings, LLC | 2.33K | n/a | $510,989 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Deutsche Bank Ag\ | 1.62K | n/a | $356,703 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 76 | T. Rowe Price ✦ | 1.50K | -22.2% | $330,000 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 77 | Qube Research & Technologies Ltd | 1.35K | n/a | $296,703 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Balyasny Asset Management L.P. | 1.29K | n/a | $283,077 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | 1832 Asset Management L.P. | 999 | n/a | $219,560 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Toronto Dominion Bank | 571 | n/a | $125,000 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Kayne Anderson Rudnick Investment… | 418 | n/a | $91,872 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bnp Paribas Financial Markets | 162 | n/a | $35,604 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $24.30M | was 0.0% |
| Citadel Advisors | $6.78M | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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