Security record · archived quarter
VIG
Vanguard Dividend Appreciation ETF · Financial Services · Asset Management
84Tracked holders
+2Δ holders
121.99MShares held
$26.21BReported value
+5New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow -3.9% ·
net new positions +2.4%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 21.68M | -12.4% | $4.66B | 0.3% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Morgan Stanley ✦ | 13.02M | +1.9% | $2.80B | 0.2% | ▲ Add | 3 | SEC ↗ ×6 |
| 3 | Wells Fargo & Company/Mn | 10.79M | -0.2% | $2.32B | 0.5% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Wealthfront Advisers LLC | 9.00M | -8.9% | $1.93B | 4.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 7.00M | +1.3% | $1.51B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 6.33M | +1.1% | $1.36B | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 5.72M | +2.3% | $1.23B | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 4.14M | -0.4% | $890.68M | 0.2% | ▼ Trim | 2 | SEC ↗ ×13 |
| 9 | JPMorgan Chase ✦ | 3.20M | -1.5% | $673.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 10 | Envestnet Asset Management Inc | 2.50M | +8.7% | $536.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Prudential Financial Inc | 2.49M | -7.9% | $534.99M | 0.7% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 2.45M | -6.5% | $526.17M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Commonwealth Equity Services, Llc | 2.37M | -7.7% | $510.57M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 2.35M | -0.3% | $505.66M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 2.06M | +18.4% | $433.29M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 1.95M | +3.5% | $420.44M | 0.6% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Northwestern Mutual Wealth… | 1.59M | +0.7% | $341.43M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Corient Private Wealth LP | 1.54M | -47.4% | $328.06M | 0.5% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Mariner, LLC | 1.36M | -2.1% | $293.21M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 20 | Captrust Financial Advisors | 1.23M | +2.2% | $264.84M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 1.20M | +7.0% | $259.13M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Cetera Investment Advisers | 1.17M | -0.1% | $252.34M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 1.15M | -27.1% | $247.59M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 1.04M | -2.2% | $222.65M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Brown Advisory Inc | 986.33K | +0.8% | $212.12M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Bank of New York Mellon Corp | 965.77K | -9.7% | $207.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 27 | Cerity Partners LLC | 933.62K | +8.8% | $201.02M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Truist Financial Corp | 831.22K | -3.1% | $178.76M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Rockefeller Capital Management L.P. | 824.49K | -0.5% | $177.31M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 30 | Manufacturers Life Insurance… | 791.02K | -11.6% | $170.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 698.25K | -2.7% | $150.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Focus Partners Wealth | 688.70K | 0.0% | $148.15M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 33 | Blair William & Co/Il | 687.77K | +2.1% | $147.91M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 686.80K | -8.9% | $147.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 35 | Baird Financial Group, Inc. | 623.60K | -2.7% | $134.11M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Mercer Global Advisors Inc /Adv | 585.43K | -24.2% | $125.90M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fifth Third Bancorp | 584.36K | +19.5% | $125.67M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 499.81K | +11.3% | $107.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 39 | Mml Investors Services, Llc | 493.25K | -16.5% | $106.08M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 407.54K | +6.7% | $87.64M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 41 | Franklin Resources Inc | 359.95K | -20.3% | $77.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 42 | Wellington Management ✦ | 323.54K | New | $69.58M | 0.0% | New | 1 | SEC ↗ ×2 |
| 43 | Us Bancorp \De\ | 319.90K | +26.9% | $68.80M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Northern Trust Corp | 230.16K | 0.0% | $49.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | UBS AM, a distinct business unit of… | 227.57K | +195.7% | $48.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 216.87K | +28.4% | $46.64M | 0.0% | ▲ Add | 8 | SEC ↗ ×4 |
| 47 | Citigroup Inc | 201.42K | -5.5% | $43.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Quantinno Capital Management LP | 187.15K | +29.8% | $40.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 49 | First Manhattan Co. Llc. | 146.99K | -0.2% | $31.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 50 | National Bank Of Canada /Fi/ | 142.31K | +16.1% | $30.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | TD Waterhouse Canada Inc. | 135.59K | +90.2% | $29.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 52 | Cwm, Llc | 128.14K | +2.3% | $27.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 53 | BlackRock ✦ (passive) | 119.24K | -25.3% | $25.64M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 54 | Lido Advisors, LLC | 99.48K | -4.2% | $21.40M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Gotham Asset Management ✦ | 87.11K | +5.2% | $18.73M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 56 | Mirae Asset Global Investments Co.… | 85.86K | -10.6% | $18.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 57 | CIBC Bancorp USA Inc. | 71.85K | n/a | $15.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 58 | Bnp Paribas Financial Markets | 43.00K | +26442.0% | $9.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Cibc World Market Inc. | 39.92K | -3.1% | $8.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Tudor Investment Corp Et Al | 32.66K | New | $7.02M | 0.0% | New | 1 | SEC ↗ |
| 61 | First Trust Advisors Lp | 31.61K | +23.4% | $6.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Financial Engines Advisors L.L.C. | 20.49K | -3.4% | $4.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Hrt Financial Lp | 16.75K | New | $3.60M | 0.0% | New | 1 | SEC ↗ |
| 64 | Empower Advisory Group, LLC | 14.04K | -14.9% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Assetmark, Inc | 11.02K | -31.5% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Renaissance Technologies ✦ | 9.70K | -39.0% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Sei Investments Co | 7.56K | +198.4% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | Invesco Ltd. | 7.48K | -8.0% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Fisher Asset Management ✦ | 6.59K | +32.5% | $1.42M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 70 | Barclays Plc | 5.97K | +123.6% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 71 | Alliancebernstein L.P. | 5.57K | -2.9% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Qube Research & Technologies Ltd | 5.31K | +293.2% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | GAMCO Investors ✦ | 4.85K | 0.0% | $1.04M | 0.0% | Held | 4 | SEC ↗ |
| 74 | Allspring Global Investments… | 4.62K | 0.0% | $993,917 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Neuberger Berman Group LLC | 4.61K | +4.2% | $990,262 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Millennium Management ✦ | 4.44K | New | $955,081 | 0.0% | New | 1 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 3.35K | -11.3% | $720,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Squarepoint Ops LLC | 3.23K | New | $693,999 | 0.0% | New | 1 | SEC ↗ |
| 79 | Deutsche Bank Ag\ | 2.35K | +44.7% | $504,961 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 80 | Chevy Chase Trust Holdings, LLC | 2.25K | -3.2% | $483,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | T. Rowe Price ✦ | 1.50K | 0.0% | $323,000 | 0.0% | Held | 8 | SEC ↗ |
| 82 | 1832 Asset Management L.P. | 999 | 0.0% | $214,845 | 0.0% | Held | 2 | SEC ↗ |
| 83 | Toronto Dominion Bank | 571 | 0.0% | $123,000 | 0.0% | Held | 2 | SEC ↗ |
| 84 | Kayne Anderson Rudnick Investment… | 418 | 0.0% | $89,912 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $69.58M | 0.0% |
| Tudor Investment Corp Et Al | $7.02M | 0.0% |
| Hrt Financial Lp | $3.60M | 0.0% |
| Millennium Management | $955,081 | 0.0% |
| Squarepoint Ops LLC | $693,999 | 0.0% |
Exited
| Susquehanna International… | $4.82M | was 0.0% |
| Federated Hermes, Inc. | $656,703 | was 0.0% |
| Balyasny Asset Management L.P. | $283,077 | 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: Q1 2026 ·
Methodology ·
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