Security record
VIG
Vanguard Dividend Appreciation ETF · Financial Services · Asset Management
83Tracked holders
+1Δ holders
121.22MShares held
$28.51BReported value
+4New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +1.2% ·
share flow +1.4% ·
net new positions 0.0%
— 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 | 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 | — | −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 ↗ ×6 |
| 2 | Morgan Stanley ✦ | 13.21M | +1.5% | $3.13B | 0.2% | ▲ Add | 4 | SEC ↗ ×6 |
| 3 | Wells Fargo & Company/Mn | 10.06M | -6.8% | $2.38B | 0.4% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | Wealthfront Advisers LLC | 9.47M | +5.3% | $2.24B | 4.3% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 7.13M | +1.9% | $1.69B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 6.36M | +11.2% | $1.51B | 0.4% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | UBS Group AG | 6.25M | -1.4% | $1.48B | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 4.18M | +0.9% | $988.97M | 0.2% | ▲ Add | 3 | SEC ↗ ×13 |
| 9 | JPMorgan Chase ✦ | 3.19M | 0.0% | $753.79M | 0.0% | ▼ Trim | 4 | SEC ↗ ×10 |
| 10 | Envestnet Asset Management Inc | 2.58M | +3.2% | $609.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Prudential Financial Inc | 2.31M | -7.0% | $547.47M | 0.6% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 2.30M | -3.0% | $544.83M | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 2.30M | -6.0% | $544.40M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 14 | Jones Financial Companies Lllp | 2.32M | +12.8% | $543.97M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 2.24M | +14.5% | $529.76M | 0.6% | ▲ Add | 3 | SEC ↗ ×5 |
| 16 | Northwestern Mutual Wealth… | 1.52M | -4.3% | $359.64M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 17 | Corient Private Wealth LP | 1.51M | -2.3% | $356.89M | 0.5% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Wealth Enhancement Advisory… | 1.35M | +17.4% | $319.86M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 1.29M | +9.5% | $304.08M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 20 | Mariner, LLC | 1.24M | -8.9% | $293.82M | 0.3% | ▼ Trim | 3 | SEC ↗ ×3 |
| 21 | Captrust Financial Advisors | 1.24M | +0.5% | $292.85M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 1.20M | -0.7% | $283.03M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Stifel Financial Corp | 1.05M | +1.1% | $247.58M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Cerity Partners LLC | 988.36K | +5.9% | $233.93M | 0.3% | ▲ Add | 3 | SEC ↗ ×5 |
| 25 | Brown Advisory Inc | 983.48K | -0.3% | $232.71M | 0.4% | ▼ Trim | 3 | SEC ↗ ×4 |
| 26 | Bank of New York Mellon Corp | 948.17K | -1.8% | $224.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 27 | Rockefeller Capital Management L.P. | 840.86K | +2.0% | $198.97M | 0.3% | ▲ Add | 3 | SEC ↗ ×5 |
| 28 | Manufacturers Life Insurance… | 1.51M | +90.5% | $192.66M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 29 | Truist Financial Corp | 809.04K | -2.7% | $191.43M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Blair William & Co/Il | 718.57K | +4.5% | $170.03M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 703.63K | +0.8% | $166.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 32 | Focus Partners Wealth | 700.90K | +1.8% | $165.85M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 682.12K | -0.7% | $161.40M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 34 | Baird Financial Group, Inc. | 636.63K | +2.1% | $150.64M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Mercer Global Advisors Inc /Adv | 591.71K | +1.1% | $140.01M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 581.67K | +17.9% | $137.63M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 566.77K | -3.0% | $134.11M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 527.21K | +5.5% | $124.75M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 39 | Pnc Financial Services Group, Inc. | 423.01K | +3.8% | $100.09M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 40 | Franklin Resources Inc | 371.88K | +3.3% | $87.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 41 | Us Bancorp \De\ | 321.03K | +0.3% | $75.96M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | Wellington Management ✦ | 303.63K | -6.2% | $71.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | AQR Capital Management ✦ | 257.24K | +18.6% | $60.87M | 0.0% | ▲ Add | 9 | SEC ↗ ×4 |
| 44 | Quantinno Capital Management LP | 248.11K | +32.6% | $58.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 219.80K | -4.5% | $52.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | UBS AM, a distinct business unit of… | 218.58K | -4.0% | $51.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Citigroup Inc | 199.78K | -0.8% | $47.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 48 | National Bank Of Canada /Fi/ | 165.62K | +16.4% | $39.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | First Manhattan Co. Llc. | 151.28K | +2.9% | $35.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 50 | BlackRock ✦ (passive) | 125.82K | +5.5% | $29.77M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 51 | Qube Research & Technologies Ltd | 123.07K | +2218.7% | $29.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Lido Advisors, LLC | 99.62K | +0.1% | $23.57M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | TD Waterhouse Canada Inc. | 86.39K | -36.3% | $20.43M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 54 | CIBC Bancorp USA Inc. | 70.41K | -2.0% | $16.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Gotham Asset Management ✦ | 65.57K | -24.7% | $15.52M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 56 | Mirae Asset Global Investments Co.… | 65.01K | -24.3% | $15.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Citadel Advisors ✦ | 47.91K | New | $11.34M | 0.0% | New | 1 | SEC ↗ |
| 58 | Cibc World Market Inc. | 40.84K | +2.3% | $9.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bnp Paribas Financial Markets | 31.87K | -25.9% | $7.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | First Trust Advisors Lp | 24.32K | -23.1% | $5.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Financial Engines Advisors L.L.C. | 20.24K | -1.2% | $4.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Empower Advisory Group, LLC | 15.02K | +7.0% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Assetmark, Inc | 13.41K | +21.7% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Sei Investments Co | 7.77K | +2.7% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Nuveen, LLC | 7.70K | New | $1.82M | 0.0% | New | 1 | SEC ↗ |
| 66 | Invesco Ltd. | 7.69K | +2.7% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Renaissance Technologies ✦ | 7.35K | -24.2% | $1.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 68 | Barclays Plc | 6.53K | +9.4% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Allspring Global Investments… | 5.17K | +11.9% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Alliancebernstein L.P. | 5.57K | 0.0% | $1.20M | 0.0% | Held | 3 | SEC ↗ |
| 71 | GAMCO Investors ✦ | 4.85K | 0.0% | $1.15M | 0.0% | Held | 5 | SEC ↗ |
| 72 | Fisher Asset Management ✦ | 4.72K | -28.4% | $1.12M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 73 | Marshall Wace ✦ | 4.00K | New | $946,480 | 0.0% | New | 1 | SEC ↗ |
| 74 | Neuberger Berman Group LLC | 3.50K | -24.0% | $828,170 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 75 | Balyasny Asset Management L.P. | 3.34K | New | $789,838 | 0.0% | New | 1 | SEC ↗ |
| 76 | Tudor Investment Corp Et Al | 2.77K | -91.5% | $654,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 2.59K | -22.9% | $611,832 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Chevy Chase Trust Holdings, LLC | 2.25K | 0.0% | $532,395 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Deutsche Bank Ag\ | 1.48K | -36.9% | $350,671 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 80 | T. Rowe Price ✦ | 1.35K | -10.0% | $320,000 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 81 | Kayne Anderson Rudnick Investment… | 1.03K | +146.4% | $244,039 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | 1832 Asset Management L.P. | 999 | 0.0% | $236,383 | 0.0% | Held | 3 | SEC ↗ |
| 83 | Toronto Dominion Bank | 571 | 0.0% | $135,000 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $11.34M | 0.0% |
| Nuveen, LLC | $1.82M | 0.0% |
| Marshall Wace | $946,480 | 0.0% |
| Balyasny Asset Management L.P. | $789,838 | 0.0% |
Exited
| HighTower Advisors, LLC | $505.66M | was 0.5% |
| 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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