As of the latest SEC filings, VANGUARD DIVIDEND APPRECIATION ETF (VIG) is held by 63 institutional funds. The largest fund shareholder is HCM Sector Plus Fund (HCMQX), holding an estimated $258,492,872.42 in market value, representing 14.17% of its portfolio.
Funds holding VANGUARD DIVIDEND APPRECIATION ETF (VIG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- VIG
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
HCMQX
HCM Sector Plus Fund
|
MF | Independent / Boutique | 14.17% | $258,492,872.42 | 1,201,957 | Mar 31, 2026 | May 29, 2026 |
|
-
AST Balanced Asset Allocation Portfolio
|
ETF | Independent / Boutique | 1.20% | $256,888,739.88 | 1,194,498 | Mar 31, 2026 | May 27, 2026 |
|
-
AST Aggressive Asset Allocation Portfolio
|
ETF | Independent / Boutique | 1.58% | $168,259,287.98 | 782,383 | Mar 31, 2026 | May 27, 2026 |
|
-
JNL/Vanguard Growth ETF Allocation Fund
|
ETF | Independent / Boutique | 5.53% | $112,164,327.90 | 521,549 | Mar 31, 2026 | May 28, 2026 |
|
-
AST Multi-Asset Diversified Portfolio
|
ETF | Independent / Boutique | 1.18% | $58,604,065.06 | 272,501 | Mar 31, 2026 | May 27, 2026 |
|
-
JNL/Vanguard Moderate Growth ETF Allocation Fund
|
ETF | Independent / Boutique | 3.99% | $38,190,999.98 | 177,583 | Mar 31, 2026 | May 28, 2026 |
|
HNDL
Strategy Shares NASDAQ 7HANDL Index ETF
|
ETF | Independent / Boutique | 5.72% | $36,927,516.60 | 161,460 | Apr 30, 2026 | Jun 25, 2026 |
|
JIBOX
Lifestyle Blend Balanced Portfolio
|
MF | John Hancock | 2.07% | $30,759,537.60 | 135,088 | Feb 28, 2026 | Apr 28, 2026 |
|
JLGOX
Lifestyle Blend Growth Portfolio
|
MF | John Hancock | 1.68% | $25,171,324.20 | 110,546 | Feb 28, 2026 | Apr 28, 2026 |
|
-
AST Multi-Asset Diversified Plus Portfolio
|
ETF | Independent / Boutique | 1.03% | $22,226,020.88 | 103,348 | Mar 31, 2026 | May 27, 2026 |
|
JRTGX
2030 Lifetime Blend Portfolio
|
MF | John Hancock | 1.59% | $18,628,592.40 | 81,812 | Feb 28, 2026 | Apr 28, 2026 |
|
-
JNL/Vanguard Moderate ETF Allocation Fund
|
ETF | Independent / Boutique | 2.97% | $16,504,564.64 | 76,744 | Mar 31, 2026 | May 28, 2026 |
|
JRTKX
2035 Lifetime Blend Portfolio
|
MF | John Hancock | 1.28% | $15,487,926.30 | 68,019 | Feb 28, 2026 | Apr 28, 2026 |
|
JRTBX
2025 Lifetime Blend Portfolio
|
MF | John Hancock | 1.84% | $14,830,101.00 | 65,130 | Feb 28, 2026 | Apr 28, 2026 |
|
-
AST Preservation Asset Allocation Portfolio
|
ETF | Independent / Boutique | 0.48% | $13,759,323.74 | 63,979 | Mar 31, 2026 | May 27, 2026 |
|
JLMOX
Lifestyle Blend Moderate Portfolio
|
MF | John Hancock | 2.40% | $11,997,740.70 | 52,691 | Feb 28, 2026 | Apr 28, 2026 |
|
JRTTX
2040 Lifetime Blend Portfolio
|
MF | John Hancock | 0.89% | $9,597,555.00 | 42,150 | Feb 28, 2026 | Apr 28, 2026 |
|
-
AST Quantitative Modeling Portfolio
|
ETF | Independent / Boutique | 2.01% | $9,018,756.16 | 41,936 | Mar 31, 2026 | May 27, 2026 |
|
LEXI
Alexis Practical Tactical ETF
|
ETF | Independent / Boutique | 5.61% | $8,848,877.40 | 38,862 | Feb 28, 2026 | Apr 22, 2026 |
|
FLCE
Frontier Asset U.S. Large Cap Equity ETF
|
ETF | Independent / Boutique | 11.98% | $8,547,807.54 | 37,374 | Apr 30, 2026 | Jun 26, 2026 |
|
JRLOX
2020 Lifetime Blend Portfolio
|
MF | John Hancock | 1.87% | $6,340,306.50 | 27,845 | Feb 28, 2026 | Apr 28, 2026 |
|
-
PSF Global Portfolio
|
ETF | PGIM / Prudential | 0.60% | $6,232,438.80 | 28,980 | Mar 31, 2026 | May 27, 2026 |
|
JRLQX
2045 Lifetime Blend Portfolio
|
MF | John Hancock | 0.59% | $5,659,711.20 | 24,856 | Feb 28, 2026 | Apr 28, 2026 |
|
PORYX
NORTH SQUARE MULTI STRATEGY FUND
|
MF | Independent / Boutique | 11.91% | $4,645,080.00 | 20,400 | Feb 28, 2026 | Apr 27, 2026 |
|
FEP
First Trust Europe AlphaDEX Fund
|
ETF | First Trust | 0.79% | $3,851,819.76 | 54,209 | Mar 31, 2026 | May 28, 2026 |
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