VIG
Vanguard Dividend Appreciation ETF
1W: +0.1%
1M: +1.7%
3M: +1.5%
YTD: +4.7%
1Y: +17.0%
3Y: +57.0%
5Y: +61.8%
$233.10
+2.05 (+0.89%)
Weekly Expected Move ±1.3%
$224
$226
$229
$232
$235
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VIG
2,638
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
40B
Total Invested
124
New Positions
934
Increased
1125
Reduced
246
Closed
1.25
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2774 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 21,677,879 | 5.1B | -3,061,801 | -12.4% | 13Q | SEC ↗ |
| 2 | MORGAN STANLEY | 12,774,029 | 3.0B | +247,444 | +2.0% | 12Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 10,814,160 | 2.5B | +228,122 | +2.2% | 12Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 10,690,700 | 2.5B | +130,639 | +1.2% | 12Q | SEC ↗ |
| 5 | Vanguard Global Advisers, LLC NEW | 10,627,842 | 2.5B | — | +0.0% | 1Q | SEC ↗ |
| 6 | Wealthfront Advisers LLC | 8,997,146 | 2.1B | -882,045 | -8.9% | 13Q | SEC ↗ |
| 7 | LPL Financial LLC | 7,002,475 | 1.6B | +92,654 | +1.3% | 13Q | SEC ↗ |
| 8 | UBS Group AG | 6,330,804 | 1.5B | +71,954 | +1.1% | 13Q | SEC ↗ |
| 9 | HB Wealth Management, LLC | 5,763,602 | 1.3B | +57,711 | +1.0% | 13Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 5,720,946 | 1.3B | +129,137 | +2.3% | 6Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 4,141,560 | $965M | -17,619 | -0.4% | 13Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 3,195,623 | $745M | -49,027 | -1.5% | 13Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 2,496,901 | $582M | +199,137 | +8.7% | 13Q | SEC ↗ |
| 14 | PRUDENTIAL FINANCIAL INC | 2,487,625 | $580M | -212,766 | -7.9% | 13Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 2,446,374 | $570M | -171,474 | -6.6% | 13Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 2,374,070 | $553M | -197,340 | -7.7% | 13Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 2,351,156 | $548M | -6,781 | -0.3% | 13Q | SEC ↗ |
| 18 | SIGNATUREFD, LLC | 2,203,257 | $514M | +56,084 | +2.6% | 13Q | SEC ↗ |
| 19 | JONES FINANCIAL COMPANIES LLLP | 2,055,747 | $479M | +319,559 | +18.4% | 13Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 1,954,312 | $456M | +66,090 | +3.5% | 13Q | SEC ↗ |
| 21 | Modera Wealth Management, LLC | 1,612,753 | $376M | +61,975 | +4.0% | 13Q | SEC ↗ |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,587,592 | $370M | -33,959 | -2.1% | 13Q | SEC ↗ |
| 23 | Corient Private Wealth LLC | 1,544,410 | $360M | -1,394,242 | -47.4% | 13Q | SEC ↗ |
| 24 | Mariner, LLC | 1,363,406 | $318M | -28,892 | -2.1% | 13Q | SEC ↗ |
| 25 | Joel Isaacson & Co., LLC | 1,349,051 | $314M | +30,794 | +2.3% | 13Q | SEC ↗ |
| 26 | Waverly Advisors, LLC | 1,254,222 | $292M | +37,610 | +3.1% | 13Q | SEC ↗ |
| 27 | CAPTRUST FINANCIAL ADVISORS | 1,231,858 | $287M | +26,752 | +2.2% | 13Q | SEC ↗ |
| 28 | Creative Planning | 1,204,922 | $281M | +78,387 | +7.0% | 13Q | SEC ↗ |
| 29 | Howard Capital Management Inc. | 1,201,982 | $280M | -29,475 | -2.4% | 10Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 1,173,338 | $274M | -1,729 | -0.1% | 13Q | SEC ↗ |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,147,118 | $267M | -425,564 | -27.1% | 13Q | SEC ↗ |
| 32 | STIFEL FINANCIAL CORP | 1,035,284 | $241M | -23,297 | -2.2% | 13Q | SEC ↗ |
| 33 | BROWN ADVISORY INC | 978,762 | $228M | +628 | +0.1% | 12Q | SEC ↗ |
| 34 | MAI Capital Management | 976,020 | $228M | -20,685 | -2.1% | 13Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 965,770 | $225M | -103,256 | -9.7% | 13Q | SEC ↗ |
| 36 | ASPIRIANT, LLC | 955,149 | $223M | +1,122 | +0.1% | 13Q | SEC ↗ |
| 37 | Cerity Partners LLC | 933,619 | $218M | +75,921 | +8.9% | 13Q | SEC ↗ |
| 38 | Cambridge Investment Research Advisors | 854,916 | $199M | -5,427 | -0.6% | 13Q | SEC ↗ |
| 39 | DAVENPORT & Co LLC | 853,798 | $199M | +92,940 | +12.2% | 13Q | SEC ↗ |
| 40 | TRUIST FINANCIAL CORP | 831,224 | $194M | -26,301 | -3.1% | 13Q | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 824,486 | $192M | -832,924 | -50.3% | 13Q | SEC ↗ |
| 42 | Confluence Wealth Services, Inc. | 816,946 | $190M | +45,407 | +5.9% | 13Q | SEC ↗ |
| 43 | MANUFACTURERS LIFE INSURANCE COMPANY, | 791,019 | $184M | -103,977 | -11.6% | 13Q | SEC ↗ |
| 44 | MERCER GLOBAL ADVISORS INC /ADV | 772,653 | $180M | +1,375 | +0.2% | 12Q | SEC ↗ |
| 45 | Cresset Asset Management, LLC | 765,784 | $179M | -13,263 | -1.7% | 13Q | SEC ↗ |
| 46 | Nicholas Hoffman & Company, LLC. | 750,651 | $175M | +2,869 | +0.4% | 13Q | SEC ↗ |
| 47 | Robertson Stephens Wealth Management, NEW | 717,344 | $167M | — | +0.0% | 1Q | SEC ↗ |
| 48 | GOLDMAN SACHS GROUP INC | 698,249 | $163M | -736,645 | -51.3% | 13Q | SEC ↗ |
| 49 | Diversified Enterprises, LLC | 690,306 | $161M | +25,254 | +3.8% | 6Q | SEC ↗ |
| 50 | Focus Partners Wealth | 688,702 | $161M | -131 | -0.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Vanguard Global Advisers, LLC | 10,627,842 | 2.5B |
| Robertson Stephens Wealth Managemen | 717,344 | $167M |
| GLENMEDE TRUST CO NA | 570,930 | $133M |
| WELLINGTON MANAGEMENT GROUP LLP | 323,541 | $75M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 208,306 | $49M |
| Gerald Baker Financial Group LLC | 177,173 | $41M |
| CIBC Bancorp USA Inc. | 71,846 | $17M |
| Vanguard National Trust Co | 62,298 | $15M |
| Mendel Capital Management LLC | 60,700 | $14M |
| Tower Research Capital LLC (TRC) | 52,252 | $12M |
| Diana Davis Spencer Foundation | 44,730 | $10M |
| VANGUARD ADVISERS INC | 42,339 | $10M |
| Madson Wealth Advisors Inc | 39,263 | $9M |
| Wealth Care LLC | 36,467 | $9M |
| Strategic Financial Group, LLC | 34,051 | $8M |
| Leo H. Evart, Inc. | 29,026 | $7M |
| Aznar Financial Advisors, LLC | 29,011 | $7M |
| LightSquare Wealth Management, LLC | 27,449 | $6M |
| Investment Management Trust, LLC | 27,231 | $6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 26,468 | $6M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NewEdge Advisors, LLC | 356,184 | $83M |
| Kingstone Capital Partners Texas, L | 336,934 | $79M |
| TWO SIGMA INVESTMENTS, LP | 112,600 | $26M |
| J.W. COLE ADVISORS, INC. | 98,156 | $23M |
| TITAN GLOBAL CAPITAL MANAGEMENT USA | 60,005 | $14M |
| BANK OF NOVA SCOTIA | 50,000 | $12M |
| IFG Advisory, LLC | 46,891 | $11M |
| Kovitz Investment Group Partners, L | 36,226 | $8M |
| CITADEL ADVISORS LLC | 31,410 | $7M |
| TFB Advisors LLC | 27,689 | $6M |
| Tidal Investments LLC | 26,300 | $6M |
| Divergent Planning, LLC | 25,632 | $6M |
| First Long Island Investors, LLC | 25,140 | $6M |
| BRIGHTON JONES LLC | 23,363 | $5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 21,921 | $5M |
| Consolidated Portfolio Review Corp | 21,401 | $5M |
| Elevation Capital Advisory, LLC | 18,253 | $4M |
| LeClair Wealth Partners LLC | 13,083 | $3M |
| TABR Capital Management, LLC | 12,560 | $3M |
| Cornell Pochily Investment Advisors | 12,442 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Independent Advisor Alliance | +384,253 | +8602.0% | 388,720 |
| JONES FINANCIAL COMPANIES LLLP | +319,559 | +18.4% | 2,055,747 |
| FOUNDERS FINANCIAL SECURITIES LLC | +313,742 | +225.3% | 452,998 |
| True Link Financial Advisors, LLC | +275,878 | +101.8% | 546,862 |
| MORGAN STANLEY | +247,444 | +2.0% | 12,774,029 |
| WELLS FARGO & COMPANY/MN | +228,122 | +2.2% | 10,814,160 |
| Noble Family Wealth, LLC | +223,065 | +98.7% | 449,052 |
| ENVESTNET ASSET MANAGEMENT INC | +199,137 | +8.7% | 2,496,901 |
| Kohmann Bosshard Financial Services | +169,297 | +100.2% | 338,331 |
| UBS AM, a distinct business unit of | +150,598 | +195.7% | 227,567 |
| VANGUARD GROUP INC | +130,639 | +1.2% | 10,690,700 |
| RAYMOND JAMES FINANCIAL INC | +129,137 | +2.3% | 5,720,946 |
| HARBOUR INVESTMENTS, INC. | +124,535 | +211.9% | 183,301 |
| Granite FO LLC | +119,519 | +97.1% | 242,654 |
| EverSource Wealth Advisors, LLC | +114,784 | +91.6% | 240,129 |
| FIFTH THIRD BANCORP | +95,384 | +19.5% | 584,358 |
| DAVENPORT & Co LLC | +92,940 | +12.2% | 853,798 |
| LPL Financial LLC | +92,654 | +1.3% | 7,002,475 |
| Aprio Wealth Management, LLC | +90,341 | +6682.0% | 91,693 |
| Creative Planning | +78,387 | +7.0% | 1,204,922 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -3,061,801 | -12.4% | 21,677,879 |
| Corient Private Wealth LLC | -1,394,242 | -47.4% | 1,544,410 |
| M&T Bank Corp | -1,226,114 | -89.8% | 139,301 |
| Wealthfront Advisers LLC | -882,045 | -8.9% | 8,997,146 |
| Rockefeller Capital Management L.P. | -832,924 | -50.3% | 824,486 |
| GOLDMAN SACHS GROUP INC | -736,645 | -51.3% | 698,249 |
| TRUST POINT INC. | -636,527 | -53.0% | 565,259 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -425,564 | -27.1% | 1,147,118 |
| 360 Financial, Inc. | -343,239 | -46.4% | 396,679 |
| PLANNING ALTERNATIVES LTD /ADV | -248,680 | -92.9% | 18,883 |
| New England Private Wealth Advisors | -238,801 | -52.0% | 220,861 |
| PRUDENTIAL FINANCIAL INC | -212,766 | -7.9% | 2,487,625 |
| COMMONWEALTH EQUITY SERVICES, LLC | -197,340 | -7.7% | 2,374,070 |
| Frazier Financial Advisors, LLC | -171,940 | -89.7% | 19,839 |
| AMERIPRISE FINANCIAL INC | -171,474 | -6.6% | 2,446,374 |
| Align Financial, LLC | -137,831 | -99.5% | 630 |
| Klaas Financial Asset Advisors, LLC | -119,710 | -89.2% | 14,447 |
| Ariston Services Group | -117,216 | -100.0% | 0 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -103,977 | -11.6% | 791,019 |
| Bank of New York Mellon Corp | -103,256 | -9.7% | 965,770 |