VIG Institutional Ownership
Vanguard Dividend Appreciation ETF
1W: -0.7%
1M: -2.7%
3M: -1.7%
YTD: +6.5%
1Y: +8.4%
3Y: +56.9%
5Y: +60.2%
$235.05
+1.52 (+0.65%)
Weekly Expected Move ±1.2%
$229
$232
$235
$238
$241
Overview
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Institutional Ownership — VIG
2,676
Institutional Holders
+33 vs prior quarter
0.0%
Ownership
+0.00pp
51B
Total Invested
174
New Positions
1053
Increased
1016
Reduced
68
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2780 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 21,358,826 | 5.0B | -319,053 | -1.5% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 13,212,733 | 3.1B | +194,285 | +1.5% | 60Q | SEC ↗ |
| 3 | Vanguard Global Advisers, LLC | 10,667,534 | 2.5B | +39,692 | +0.4% | 2Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 10,056,282 | 2.4B | -734,474 | -6.8% | 73Q | SEC ↗ |
| 5 | Wealthfront Advisers LLC | 9,471,819 | 2.2B | +474,673 | +5.3% | 31Q | SEC ↗ |
| 6 | LPL Financial LLC | 7,131,746 | 1.7B | +129,271 | +1.8% | 54Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 6,364,215 | 1.5B | +643,269 | +11.2% | 7Q | SEC ↗ |
| 8 | UBS Group AG | 6,245,312 | 1.5B | -85,492 | -1.4% | 47Q | SEC ↗ |
| 9 | HB Wealth Management, LLC | 5,857,815 | 1.4B | +94,213 | +1.6% | 19Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 4,179,545 | $982M | +37,985 | +0.9% | 67Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 3,194,824 | $751M | -799 | -0.0% | 65Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 2,577,266 | $606M | +80,365 | +3.2% | 69Q | SEC ↗ |
| 13 | HighTower Advisors, LLC | 2,356,586 | $554M | +5,430 | +0.2% | 22Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 2,318,930 | $545M | +263,183 | +12.8% | 26Q | SEC ↗ |
| 15 | PRUDENTIAL FINANCIAL INC | 2,313,712 | $544M | -173,913 | -7.0% | 26Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 2,302,544 | $541M | -71,526 | -3.0% | 35Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 2,300,589 | $541M | -145,785 | -6.0% | 16Q | SEC ↗ |
| 18 | SIGNATUREFD, LLC | 2,283,297 | $537M | +80,040 | +3.6% | 64Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 2,237,985 | $526M | +283,673 | +14.5% | 26Q | SEC ↗ |
| 20 | Modera Wealth Management, LLC | 1,659,600 | $390M | +46,847 | +2.9% | 59Q | SEC ↗ |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,519,922 | $357M | -67,670 | -4.3% | 63Q | SEC ↗ |
| 22 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,506,493 | $354M | +715,474 | +90.4% | 53Q | SEC ↗ |
| 23 | Corient Private Wealth LP | 1,471,305 | $346M | -73,105 | -4.7% | 15Q | SEC ↗ |
| 24 | Joel Isaacson & Co., LLC | 1,371,589 | $322M | +22,538 | +1.7% | 55Q | SEC ↗ |
| 25 | Waverly Advisors, LLC | 1,371,321 | $322M | +117,099 | +9.3% | 16Q | SEC ↗ |
| 26 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,346,092 | $316M | +198,974 | +17.3% | 32Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 1,285,097 | $302M | +111,759 | +9.5% | 43Q | SEC ↗ |
| 28 | Mariner, LLC | 1,241,734 | $292M | -121,672 | -8.9% | 65Q | SEC ↗ |
| 29 | MAI Capital Management | 1,238,223 | $291M | +262,203 | +26.9% | 37Q | SEC ↗ |
| 30 | CAPTRUST FINANCIAL ADVISORS | 1,237,628 | $291M | +5,770 | +0.5% | 40Q | SEC ↗ |
| 31 | Howard Capital Management, LLC | 1,201,957 | $283M | -25 | -0.0% | 11Q | SEC ↗ |
| 32 | Creative Planning | 1,196,126 | $281M | -8,796 | -0.7% | 59Q | SEC ↗ |
| 33 | STIFEL FINANCIAL CORP | 1,046,300 | $246M | +11,016 | +1.1% | 49Q | SEC ↗ |
| 34 | DAVENPORT & Co LLC | 992,810 | $233M | +139,012 | +16.3% | 15Q | SEC ↗ |
| 35 | Confluence Wealth Services, Inc. | 989,945 | $233M | +172,999 | +21.2% | 17Q | SEC ↗ |
| 36 | Cerity Partners LLC | 988,361 | $232M | +54,742 | +5.9% | 38Q | SEC ↗ |
| 37 | BROWN ADVISORY INC | 983,479 | $231M | -2,851 | -0.3% | 64Q | SEC ↗ |
| 38 | ASPIRIANT, LLC | 955,047 | $224M | -102 | -0.0% | 42Q | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 948,167 | $223M | -17,603 | -1.8% | 69Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 872,972 | $205M | +18,056 | +2.1% | 67Q | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 840,863 | $198M | +16,377 | +2.0% | 34Q | SEC ↗ |
| 42 | TRUIST FINANCIAL CORP | 809,037 | $190M | -22,187 | -2.7% | 35Q | SEC ↗ |
| 43 | Cresset Asset Management, LLC | 780,274 | $183M | +14,490 | +1.9% | 31Q | SEC ↗ |
| 44 | Robertson Stephens Wealth Management, | 768,127 | $181M | +50,783 | +7.1% | 2Q | SEC ↗ |
| 45 | Nicholas Hoffman & Company, LLC. | 751,455 | $177M | +804 | +0.1% | 41Q | SEC ↗ |
| 46 | Diversified Enterprises, LLC | 719,567 | $169M | +29,261 | +4.2% | 7Q | SEC ↗ |
| 47 | BLAIR WILLIAM & CO/IL | 718,567 | $169M | +30,796 | +4.5% | 64Q | SEC ↗ |
| 48 | GOLDMAN SACHS GROUP INC | 703,627 | $165M | +5,378 | +0.8% | 15Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC | 701,711 | $165M | +117,442 | +20.1% | 24Q | SEC ↗ |
| 50 | Focus Partners Wealth | 700,902 | $165M | +12,200 | +1.8% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| McCarthy Asset Management, Inc. | 124,375 | $29M |
| Markowski Investments | 107,534 | $25M |
| IFG Advisory, LLC | 104,996 | $25M |
| J.W. COLE ADVISORS, INC. | 99,741 | $23M |
| Maloon Powers Pitre Higgins & Denne | 77,453 | $18M |
| Global Retirement Partners, LLC | 69,130 | $16M |
| Thomasville National Bank | 50,024 | $12M |
| TRUST CO OF VERMONT | 48,055 | $11M |
| CITADEL ADVISORS LLC | 47,914 | $11M |
| NI ACQUISITIONS COMPANY, LLC | 42,399 | $10M |
| University of Illinois Foundation | 42,230 | $10M |
| Granite Bay Wealth Management, LLC | 37,684 | $9M |
| Lotus Asset Management LLC | 37,032 | $9M |
| COMPASS FINANCIAL MANAGEMENT LLC | 30,445 | $7M |
| Bellars Harris Wealth Management, L | 24,696 | $6M |
| Kachkovsky & Fisher, Inc. | 23,942 | $6M |
| Daniel Investment Group, Inc. | 23,748 | $6M |
| Elevation Capital Advisory, LLC | 20,472 | $5M |
| Everstar Asset Management, LLC | 20,404 | $5M |
| QUANTUM FINANCIAL PARTNERS LLC | 19,706 | $5M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 182,902 | $43M |
| M Holdings Securities, Inc. | 31,716 | $7M |
| Strategic Advisors LLC | 29,016 | $7M |
| RAFFA WEALTH MANAGEMENT, LLC | 28,660 | $7M |
| TFB Advisors LLC | 27,689 | $7M |
| First Long Island Investors, LLC | 25,140 | $6M |
| SkyView Investment Advisors, LLC | 20,472 | $5M |
| HRT FINANCIAL LP | 16,753 | $4M |
| waypoint wealth counsel | 11,335 | $3M |
| Matthew Goff Investment Advisor, LL | 10,351 | $2M |
| GFS Advisors, LLC | 8,943 | $2M |
| UNITED SERVICES AUTOMOBILE ASSOCIAT | 8,426 | $2M |
| Talisman Wealth Advisors LLC | 8,307 | $2M |
| Tradewinds, LLC. | 7,918 | $2M |
| Sagace Wealth Management LLC | 7,101 | $2M |
| Bravias Capital Group, LLC | 6,624 | $2M |
| WEXFORD CAPITAL LP | 6,524 | $2M |
| TABR Capital Management, LLC | 6,280 | $1M |
| CONNING INC. | 6,050 | $1M |
| Philip James Wealth Mangement, LLC | 6,043 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | +715,474 | +90.4% | 1,506,493 |
| RAYMOND JAMES FINANCIAL INC | +643,269 | +11.2% | 6,364,215 |
| Wealthfront Advisers LLC | +474,673 | +5.3% | 9,471,819 |
| SPIRIT OF AMERICA MANAGEMENT CORP/N | +376,112 | +18919.1% | 378,100 |
| OSAIC HOLDINGS, INC. | +283,673 | +14.5% | 2,237,985 |
| JONES FINANCIAL COMPANIES LLLP | +263,183 | +12.8% | 2,318,930 |
| MAI Capital Management | +262,203 | +26.9% | 1,238,223 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +198,974 | +17.3% | 1,346,092 |
| MORGAN STANLEY | +194,285 | +1.5% | 13,212,733 |
| Confluence Wealth Services, Inc. | +172,999 | +21.2% | 989,945 |
| DAVENPORT & Co LLC | +139,012 | +16.3% | 992,810 |
| Vise Technologies, Inc. | +131,259 | +77.4% | 300,872 |
| LPL Financial LLC | +129,271 | +1.8% | 7,131,746 |
| DMKC Advisory Services, LLC | +123,181 | +545.7% | 145,753 |
| Beacon Pointe Advisors, LLC | +122,543 | +32.3% | 501,401 |
| Qube Research & Technologies Ltd | +117,766 | +2218.7% | 123,074 |
| Kestra Advisory Services, LLC | +117,442 | +20.1% | 701,711 |
| Ariston Services Group | +117,216 | — | 117,216 |
| Waverly Advisors, LLC | +117,099 | +9.3% | 1,371,321 |
| Cetera Investment Advisers | +111,759 | +9.5% | 1,285,097 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -734,474 | -6.8% | 10,056,282 |
| Independent Advisor Alliance | -377,911 | -97.2% | 10,809 |
| BANK OF AMERICA CORP /DE | -319,053 | -1.5% | 21,358,826 |
| Horizon Investments, LLC | -213,912 | -48.7% | 225,476 |
| PRUDENTIAL FINANCIAL INC | -173,913 | -7.0% | 2,313,712 |
| AMERIPRISE FINANCIAL INC | -145,785 | -6.0% | 2,300,589 |
| Mariner, LLC | -121,672 | -8.9% | 1,241,734 |
| Stokes Family Office, LLC | -105,630 | -29.8% | 248,453 |
| UBS Group AG | -85,492 | -1.4% | 6,245,312 |
| Mittelman Wealth Management | -85,381 | -84.9% | 15,197 |
| Corient Private Wealth LP | -73,105 | -4.7% | 1,471,305 |
| Enclave Advisors LLC | -71,763 | -29.1% | 175,144 |
| COMMONWEALTH EQUITY SERVICES, LLC | -71,526 | -3.0% | 2,302,544 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -67,670 | -4.3% | 1,519,922 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | -61,725 | -29.6% | 146,581 |
| Macco Financial Group, Inc. | -57,290 | -84.8% | 10,243 |
| Tower Research Capital LLC (TRC) | -50,556 | -96.8% | 1,696 |
| TD Waterhouse Canada Inc. | -49,194 | -36.3% | 86,391 |
| BIP Wealth, LLC | -44,492 | -52.7% | 39,990 |
| Addison Advisors LLC | -41,061 | -42.0% | 56,605 |