Security record
VIG
Vanguard Dividend Appreciation ETF · Financial Services · Asset Management
84Tracked holders
+1Δ holders
123.58MShares held
$29.07BReported value
+4New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +1.2% ·
share flow +1.4% ·
net new positions +1.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −2 |
| Q3 2025 | 14 | +1 | 30.86M | $6.66B | +1 | — |
| Q2 2025 | 10 | 0 | 11.31M | $2.31B | +1 | −1 |
| Q1 2025 | 7 | +1 | 293.90K | $57.01M | +1 | — |
| Q4 2024 | 6 | 0 | 307.31K | $60.18M | +1 | −1 |
| Q3 2024 | 6 | 0 | 257.15K | $50.93M | — | — |
| Q2 2024 | 6 | — | 185.46K | $33.86M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 21.36M | -1.5% | $5.05B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 21.36M | -1.5% | $5.05B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 21.36M | -1.5% | $5.05B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 21.36M | -1.5% | $5.05B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 21.36M | -1.5% | $5.05B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 21.36M | -1.5% | $5.05B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 13.21M | +1.5% | $3.13B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 13.21M | +1.5% | $3.13B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 13.21M | +1.5% | $3.13B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 13.21M | +1.5% | $3.13B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 13.21M | +1.5% | $3.13B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 13.21M | +1.5% | $3.13B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 10.06M | -6.8% | $2.38B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 10.06M | -6.8% | $2.38B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 10.06M | -6.8% | $2.38B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 10.06M | -6.8% | $2.38B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 10.06M | -6.8% | $2.38B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wealthfront Advisers LLC | 9.47M | +5.3% | $2.24B | 4.3% | ▲ Add | 3 | SEC ↗ |
| 19 | LPL Financial LLC | 7.13M | +1.9% | $1.69B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 6.36M | +11.2% | $1.51B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 6.36M | +11.2% | $1.51B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 6.36M | +11.2% | $1.51B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 6.25M | -1.4% | $1.48B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS Group AG | 6.25M | -1.4% | $1.48B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 6.25M | -1.4% | $1.48B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 3.19M | 0.0% | $753.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 3.19M | 0.0% | $753.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 3.19M | 0.0% | $753.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 3.19M | 0.0% | $753.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 3.19M | 0.0% | $753.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 3.19M | 0.0% | $753.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 3.19M | 0.0% | $753.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 3.19M | 0.0% | $753.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 3.19M | 0.0% | $753.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 3.19M | 0.0% | $753.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Envestnet Asset Management Inc | 2.58M | +3.2% | $609.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 50 | HighTower Advisors, LLC | 2.36M | +0.2% | $557.62M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 51 | Prudential Financial Inc | 2.31M | -7.0% | $547.47M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 52 | Prudential Financial Inc | 2.31M | -7.0% | $547.47M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 53 | Commonwealth Equity Services, Llc | 2.30M | -3.0% | $544.83M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 54 | Ameriprise Financial Inc | 2.30M | -6.0% | $544.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 55 | Ameriprise Financial Inc | 2.30M | -6.0% | $544.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 56 | Ameriprise Financial Inc | 2.30M | -6.0% | $544.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Ameriprise Financial Inc | 2.30M | -6.0% | $544.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 58 | Jones Financial Companies Lllp | 2.32M | +12.8% | $543.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 59 | Jones Financial Companies Lllp | 2.32M | +12.8% | $543.97M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 60 | Osaic Holdings, Inc. | 2.24M | +14.5% | $529.76M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 61 | Osaic Holdings, Inc. | 2.24M | +14.5% | $529.76M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 62 | Osaic Holdings, Inc. | 2.24M | +14.5% | $529.76M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 63 | Osaic Holdings, Inc. | 2.24M | +14.5% | $529.76M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 64 | Osaic Holdings, Inc. | 2.24M | +14.5% | $529.76M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 65 | Northwestern Mutual Wealth… | 1.52M | -4.3% | $359.64M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 66 | Corient Private Wealth LP | 1.51M | -2.3% | $356.89M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 67 | Corient Private Wealth LP | 1.51M | -2.3% | $356.89M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 68 | Wealth Enhancement Advisory… | 1.35M | +17.4% | $319.86M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 69 | Cetera Investment Advisers | 1.29M | +9.5% | $304.08M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 70 | Mariner, LLC | 1.24M | -8.9% | $293.82M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 71 | Mariner, LLC | 1.24M | -8.9% | $293.82M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 72 | Mariner, LLC | 1.24M | -8.9% | $293.82M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 73 | Captrust Financial Advisors | 1.24M | +0.5% | $292.85M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 74 | Creative Planning | 1.20M | -0.7% | $283.03M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 75 | Creative Planning | 1.20M | -0.7% | $283.03M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 76 | Stifel Financial Corp | 1.05M | +1.1% | $247.58M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 77 | Stifel Financial Corp | 1.05M | +1.1% | $247.58M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 78 | Stifel Financial Corp | 1.05M | +1.1% | $247.58M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 79 | Cerity Partners LLC | 988.36K | +5.9% | $233.93M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 80 | Cerity Partners LLC | 988.36K | +5.9% | $233.93M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 81 | Cerity Partners LLC | 988.36K | +5.9% | $233.93M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 82 | Cerity Partners LLC | 988.36K | +5.9% | $233.93M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 83 | Cerity Partners LLC | 988.36K | +5.9% | $233.93M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 84 | Brown Advisory Inc | 983.48K | -0.3% | $232.71M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 85 | Brown Advisory Inc | 983.48K | -0.3% | $232.71M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 86 | Brown Advisory Inc | 983.48K | -0.3% | $232.71M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 87 | Brown Advisory Inc | 983.48K | -0.3% | $232.71M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 948.17K | -1.8% | $224.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 948.17K | -1.8% | $224.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 948.17K | -1.8% | $224.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 948.17K | -1.8% | $224.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 948.17K | -1.8% | $224.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 948.17K | -1.8% | $224.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 948.17K | -1.8% | $224.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 948.17K | -1.8% | $224.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Rockefeller Capital Management L.P. | 840.86K | +2.0% | $198.97M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 97 | Rockefeller Capital Management L.P. | 840.86K | +2.0% | $198.97M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 98 | Rockefeller Capital Management L.P. | 840.86K | +2.0% | $198.97M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 99 | Rockefeller Capital Management L.P. | 840.86K | +2.0% | $198.97M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 100 | Rockefeller Capital Management L.P. | 840.86K | +2.0% | $198.97M | 0.3% | ▲ Add | 3 | 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
| Hrt Financial Lp | $3.60M | was 0.0% |
| Millennium Management | $955,081 | was 0.0% |
| Squarepoint Ops LLC | $693,999 | 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: Q2 2026 ·
Methodology ·
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