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VIGI Institutional Ownership

Vanguard International Dividend Appreciation ETF
1W: -1.4% 1M: -3.7% 3M: -1.1% YTD: +3.0% 1Y: +5.5% 3Y: +38.8% 5Y: +21.5%
$94.56
+0.71 (+0.76%)
 
Weekly Expected Move ±1.7%
$91 $93 $95 $96 $98
ETF NASDAQ · AUM $8.8B

Institutional Ownership — VIGI

640
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
49
New Positions
245
Increased
236
Reduced
29
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (684 total)

# Holder Shares Value Change Change % Holding Period Filing
1 EP Wealth Advisors, LLC 8,253,048 $780M +1,013,456 +14.0% 3Q SEC ↗
2 MORGAN STANLEY 5,664,422 $536M -1,299,040 -18.7% 39Q SEC ↗
3 BANK OF AMERICA CORP /DE 3,327,511 $315M +30,758 +0.9% 15Q SEC ↗
4 VANTAGEPOINT INVESTMENT ADVISERS LLC 2,255,097 $213M -53,702 -2.3% 4Q SEC ↗
5 JONES FINANCIAL COMPANIES LLLP 1,840,928 $174M +209,265 +12.8% 23Q SEC ↗
6 WELLS FARGO & COMPANY/MN 1,396,128 $132M -10,338 -0.7% 36Q SEC ↗
7 LPL Financial LLC 1,034,548 $98M +21,414 +2.1% 41Q SEC ↗
8 Bank of New York Mellon Corp 1,002,671 $95M -24,907 -2.4% 10Q SEC ↗
9 ENVESTNET ASSET MANAGEMENT INC 826,631 $78M +23,538 +2.9% 31Q SEC ↗
10 RAYMOND JAMES FINANCIAL INC 772,641 $73M -17,181 -2.2% 7Q SEC ↗
11 ROYAL BANK OF CANADA 719,307 $68M +31,675 +4.6% 42Q SEC ↗
12 UBS Group AG 662,305 $63M -5,054 -0.8% 41Q SEC ↗
13 CAPTRUST FINANCIAL ADVISORS 486,689 $46M +15,185 +3.2% 28Q SEC ↗
14 American Financial Advisors, LLC 467,369 $44M +14,143 +3.1% 29Q SEC ↗
15 SCS Capital Management LLC 453,606 $43M -189,332 -29.4% 6Q SEC ↗
16 Cetera Investment Advisers 442,685 $42M -19,595 -4.2% 23Q SEC ↗
17 Capital Advantage, Inc. 431,472 $41M -4,215 -1.0% 28Q SEC ↗
18 COMMONWEALTH EQUITY SERVICES, LLC 415,574 $39M -31,823 -7.1% 35Q SEC ↗
19 NewEdge Advisors, LLC 366,196 $35M +421 +0.1% 31Q SEC ↗
20 B & T Capital Management DBA Alpha Cap 311,596 $29M +3,325 +1.1% 11Q SEC ↗
21 Mariner, LLC 309,736 $29M -3,043 -1.0% 19Q SEC ↗
22 CHOREO, LLC 308,892 $29M +2,681 +0.9% 10Q SEC ↗
23 WEATHERLY ASSET MANAGEMENT L. P. 291,140 $28M +7,017 +2.5% 24Q SEC ↗
24 Janney Montgomery Scott LLC 288,295 $27M +2,296 +0.8% 40Q SEC ↗
25 AMERIPRISE FINANCIAL INC 280,744 $27M -83,942 -23.0% 16Q SEC ↗
26 Ackerman Capital Advisors, LLC 280,585 $27M -30,327 -9.8% 26Q SEC ↗
27 Resonant Capital Advisors, LLC 267,741 $25M -2,666 -1.0% 17Q SEC ↗
28 VeraBank, N.A. 256,504 $24M -17,086 -6.2% 15Q SEC ↗
29 WEALTH ENHANCEMENT ADVISORY SERVICES, 247,488 $23M +93,256 +60.5% 12Q SEC ↗
30 MML INVESTORS SERVICES, LLC 234,434 $22M +34,347 +17.2% 37Q SEC ↗
31 Focused Wealth Management, Inc 233,837 $22M +1,337 +0.6% 13Q SEC ↗
32 PEAPACK GLADSTONE FINANCIAL CORP 228,049 $22M -15,318 -6.3% 23Q SEC ↗
33 GOLDMAN SACHS GROUP INC 213,810 $20M +140,907 +193.3% 15Q SEC ↗
34 Compass Financial Group, INC/SD 208,540 $20M -2,554 -1.2% 15Q SEC ↗
35 STIFEL FINANCIAL CORP 206,356 $20M -2,169 -1.0% 27Q SEC ↗
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 205,462 $19M -14,452 -6.6% 37Q SEC ↗
37 GEN Financial Management, INC. 203,882 $19M +1,090 +0.5% 7Q SEC ↗
38 HOWARD FINANCIAL SERVICES, LTD. 197,383 $19M +10,901 +5.8% 25Q SEC ↗
39 Avantax Planning Partners, Inc. 193,578 $18M +2,701 +1.4% 18Q SEC ↗
40 EASTERN BANK 189,602 $18M -22,430 -10.6% 14Q SEC ↗
41 OSAIC HOLDINGS, INC. 188,295 $18M +38,684 +25.9% 26Q SEC ↗
42 Baird Financial Group, Inc. 183,119 $17M -3,129 -1.7% 17Q SEC ↗
43 NATIXIS ADVISORS, LLC 160,976 $15M +23,419 +17.0% 16Q SEC ↗
44 Rockefeller Capital Management L.P. 152,517 $14M +1,978 +1.3% 31Q SEC ↗
45 JANE STREET GROUP, LLC 138,686 $13M -661,424 -82.7% 11Q SEC ↗
46 Buttonwood Financial Advisors Inc. 136,583 $13M +9,413 +7.4% 12Q SEC ↗
47 SWAN Capital LLC 134,663 $13M +13,499 +11.1% 12Q SEC ↗
48 Human Investing LLC 133,882 $13M -2,649 -1.9% 25Q SEC ↗
49 BAXTER BROS INC 129,664 $12M +23,052 +21.6% 12Q SEC ↗
50 MERCER GLOBAL ADVISORS INC /ADV 129,548 $12M -5,931 -4.4% 30Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
EP Wealth Advisors, LLC +1,013,456 +14.0% 8,253,048
JONES FINANCIAL COMPANIES LLLP +209,265 +12.8% 1,840,928
GOLDMAN SACHS GROUP INC +140,907 +193.3% 213,810
WEALTH ENHANCEMENT ADVISORY SERVICE +93,256 +60.5% 247,488
Ariston Services Group +85,423 — 85,423
OSAIC HOLDINGS, INC. +38,684 +25.9% 188,295
MML INVESTORS SERVICES, LLC +34,347 +17.2% 234,434
ROYAL BANK OF CANADA +31,675 +4.6% 719,307
BANK OF AMERICA CORP /DE +30,758 +0.9% 3,327,511
MAGNOLIA CAPITAL ADVISORS LLC +29,752 +664.0% 34,233
ENVESTNET ASSET MANAGEMENT INC +23,538 +2.9% 826,631
NATIXIS ADVISORS, LLC +23,419 +17.0% 160,976
BAXTER BROS INC +23,052 +21.6% 129,664
LPL Financial LLC +21,414 +2.1% 1,034,548
Integrated Wealth Concepts LLC +21,336 +57.1% 58,682
CAPTRUST FINANCIAL ADVISORS +15,185 +3.2% 486,689
JPMORGAN CHASE & CO +14,676 +20.3% 86,949
American Financial Advisors, LLC +14,143 +3.1% 467,369
Verum Partners LLC +13,857 +16.9% 96,027
SWAN Capital LLC +13,499 +11.1% 134,663
Biggest Decreases (20)
HolderReducedChange %Total Shares
MORGAN STANLEY -1,299,040 -18.7% 5,664,422
JANE STREET GROUP, LLC -661,424 -82.7% 138,686
Navalign, LLC -252,864 -97.7% 5,933
FLOW TRADERS U.S. LLC -231,140 -81.1% 53,720
Cresset Asset Management, LLC -227,715 -67.7% 108,402
SCS Capital Management LLC -189,332 -29.4% 453,606
Private Advisor Group, LLC -149,061 -80.6% 35,890
AMERIPRISE FINANCIAL INC -83,942 -23.0% 280,744
Corient Private Wealth LP -71,321 -76.8% 21,564
IEQ CAPITAL, LLC -56,560 -66.7% 28,249
VANTAGEPOINT INVESTMENT ADVISERS LL -53,702 -2.3% 2,255,097
Ashton Thomas Private Wealth, LLC -45,389 -73.1% 16,689
Goldstone Financial Group, LLC -35,201 -24.8% 106,460
KEELER & NADLER FINANCIAL PLANNING -34,117 -28.3% 86,451
FreeGulliver LLC -33,654 -49.7% 34,046
COMMONWEALTH EQUITY SERVICES, LLC -31,823 -7.1% 415,574
Gotham Asset Management, LLC -31,750 -40.3% 46,941
Ackerman Capital Advisors, LLC -30,327 -9.8% 280,585
Aspect Partners, LLC -25,626 -47.9% 27,851
Bank of New York Mellon Corp -24,907 -2.4% 1,002,671

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms