Who Owns VIG?
Vanguard Dividend Appreciation ETF — Institutional Ownership & 13F Holdings
$228.21
+2.58 (+1.14%)
Market Cap
$124.4B
Shares Outstanding
515,914,120
Institutional Holders
2,237
Total Inst. Value
$31.8B
% of Float Held
—
QoQ Holder Change
+1156
Institutional data as of Q1 2025
New Positions
706
Closed Positions
115
Increased
674
Decreased
602
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $4.2B | 21,874,924 |
| 2 | MORGAN STANLEY | $2.4B | 12,530,003 |
| 3 | WELLS FARGO & COMPANY/MN | $2.1B | 10,618,174 |
| 4 | VANGUARD GROUP INC | $2.0B | 10,160,433 |
| 5 | UBS Group AG | $1.3B | 6,601,993 |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.0B | 5,329,391 |
| 7 | HB Wealth Management, LLC | $1.0B | 5,349,243 |
| 8 | ROYAL BANK OF CANADA | $725.4M | 3,739,419 |
| 9 | JPMORGAN CHASE & CO | $616.9M | 3,180,265 |
| 10 | AMERIPRISE FINANCIAL INC | $485.6M | 2,495,978 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +107K | $2.4B |
| WELLS FARGO & COMPANY/MN | +98K | $2.1B |
| VANGUARD GROUP INC | +451K | $2.0B |
| UBS Group AG | +43K | $1.3B |
| RAYMOND JAMES FINANCIAL INC | +100K | $1.0B |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -11.3M | $12.1M |
| BANK OF AMERICA CORP /DE/ | -2.9M | $4.2B |
| Retirement Planning Group, LLC | -566K | $35.3M |
| JPMORGAN CHASE & CO | -526K | $616.9M |
| JONES FINANCIAL COMPANIES LLLP | -427K | $83.1M |
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Frequently Asked Questions
How many institutional investors hold VIG?
As of Q1 2025, 2237 institutional investors report holding VIG (Vanguard Dividend Appreciation ETF) in their 13F filings.
Which hedge fund owns the most VIG?
The largest institutional holder of VIG is BANK OF AMERICA CORP /DE/ with $4.2B in shares.
Are institutions buying or selling VIG?
This quarter, 706 institutions opened new positions in VIG and 115 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.