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There is a long list of 1961 institutional holders of VIG within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of VIG by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VIG table below,
the initial column indicates the name of each top institutional holder of VIG, with a link to that fund's top holdings. The next columns
indicate the amount of VIG stock held by each of the institutional holders of VIG, followed by the VIG position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | | $4,512,603 | 12/31/2023 | VIG | 26,487,612 | $4,513,489 | 12/31/2023 | Put | 5,300 | $903 | 12/31/2023 | Call | 100 | $17 | 12/31/2023 | Morgan Stanley | 11,633,460 | $1,982,342 | 12/31/2023 | VIG | 11,633,460 | $1,982,342 | 12/31/2023 | Wells Fargo & Company MN | | $1,813,955 | 12/31/2023 | VIG | 10,648,372 | $1,814,483 | 12/31/2023 | Put | 3,100 | $528 | 12/31/2023 | Vanguard Group Inc. | 8,168,860 | $1,391,974 | 12/31/2023 | VIG | 8,168,860 | $1,391,974 | 12/31/2023 | Wealthfront Advisers LLC | 6,943,479 | $1,267,949 | 03/31/2024 | VIG | 6,943,479 | $1,267,949 | 03/31/2024 | UBS Group AG | 6,446,494 | $1,098,483 | 12/31/2023 | VIG | 6,446,494 | $1,098,483 | 12/31/2023 | LPL Financial LLC | 5,297,764 | $902,739 | 12/31/2023 | VIG | 5,297,764 | $902,739 | 12/31/2023 | HB Wealth Management LLC | 3,847,028 | $655,534 | 12/31/2023 | VIG | 3,847,028 | $655,534 | 12/31/2023 | Royal Bank of Canada | 3,797,327 | $647,064 | 12/31/2023 | VIG | 3,797,327 | $647,064 | 12/31/2023 | Raymond James & Associates | 3,537,699 | $646,019 | 03/31/2024 | VIG | 3,537,699 | $646,019 | 03/31/2024 | Evoke Wealth LLC | 3,039,793 | $517,981 | 12/31/2023 | VIG | 3,039,793 | $517,981 | 12/31/2023 | JPMorgan Chase & Co. | 2,870,677 | $489,163 | 12/31/2023 | VIG | 2,870,677 | $489,163 | 12/31/2023 | Commonwealth Equity Services LLC | 2,741,969 | $467,232 | 12/31/2023 | VIG | 2,741,969 | $467,232 | 12/31/2023 | Ameriprise Financial Inc. | 2,610,914 | $446,891 | 12/31/2023 | VIG | 2,610,914 | $446,891 | 12/31/2023 | HighTower Advisors LLC | 2,137,251 | $364,207 | 12/31/2023 | VIG | 2,137,251 | $364,207 | 12/31/2023 | Bank of New York Mellon Corp | 1,954,126 | $356,843 | 03/31/2024 | VIG | 1,954,126 | $356,843 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 1,943,697 | $354,939 | 03/31/2024 | VIG | 1,943,697 | $354,939 | 03/31/2024 | Envestnet Asset Management Inc. | 1,903,450 | $324,348 | 12/31/2023 | VIG | 1,903,450 | $324,348 | 12/31/2023 | Signaturefd LLC | 1,857,887 | $316,584 | 12/31/2023 | VIG | 1,857,887 | $316,584 | 12/31/2023 | Truist Financial Corp | 1,570,153 | $267,554 | 12/31/2023 | VIG | 1,570,153 | $267,554 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 1,522,764 | $259,479 | 12/31/2023 | VIG | 1,522,764 | $259,479 | 12/31/2023 | Trust Point Inc. | 1,283,644 | $234,406 | 03/31/2024 | VIG | 1,283,644 | $234,406 | 03/31/2024 | Advisor Group Holdings Inc. | 1,356,113 | $231,137 | 12/31/2023 | VIG | 1,356,113 | $231,137 | 12/31/2023 | Mariner LLC | 1,312,262 | $223,609 | 12/31/2023 | VIG | 1,312,262 | $223,609 | 12/31/2023 | The Manufacturers Life Insurance Company | 1,218,711 | $207,667 | 12/31/2023 | VIG | 1,218,711 | $207,667 | 12/31/2023 | Modera Wealth Management LLC | 1,192,270 | $203,163 | 12/31/2023 | VIG | 1,192,270 | $203,163 | 12/31/2023 | Charles Schwab Investment Management Inc. | 1,187,733 | $202,193 | 12/31/2023 | VIG | 1,187,733 | $202,193 | 12/31/2023 | Joel Isaacson & Co. LLC | 1,063,857 | $181,281 | 12/31/2023 | VIG | 1,063,857 | $181,281 | 12/31/2023 | Captrust Financial Advisors | 1,051,764 | $179,221 | 12/31/2023 | VIG | 1,051,764 | $179,221 | 12/31/2023 | Creative Planning | 1,047,603 | $178,511 | 12/31/2023 | VIG | 1,047,603 | $178,511 | 12/31/2023 | Aspiriant LLC | 962,404 | $175,753 | 03/31/2024 | VIG | 962,404 | $175,753 | 03/31/2024 | CI Private Wealth LLC | 1,028,236 | $175,212 | 12/31/2023 | VIG | 1,028,236 | $175,212 | 12/31/2023 | Stifel Financial Corp | 1,027,486 | $175,088 | 12/31/2023 | VIG | 1,027,486 | $175,088 | 12/31/2023 | Annex Advisory Services LLC | 898,754 | $164,121 | 03/31/2024 | VIG | 898,754 | $164,121 | 03/31/2024 | Brown Advisory Inc. | 879,038 | $160,521 | 03/31/2024 | VIG | 879,038 | $160,521 | 03/31/2024 | Bank of Montreal Can | 897,937 | $153,251 | 12/31/2023 | VIG | 897,937 | $153,251 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 830,337 | $151,628 | 03/31/2024 | VIG | 830,337 | $151,628 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 811,425 | $148,174 | 03/31/2024 | VIG | 811,425 | $148,174 | 03/31/2024 | Nicholas Hoffman & Company LLC. | 732,370 | $133,738 | 03/31/2024 | VIG | 732,370 | $133,738 | 03/31/2024 | Lincoln National Corp | 757,582 | $129,092 | 12/31/2023 | VIG | 757,582 | $129,092 | 12/31/2023 | MAI Capital Management | 739,270 | $125,972 | 12/31/2023 | VIG | 739,270 | $125,972 | 12/31/2023 | Retirement Planning Group | 666,701 | $121,746 | 03/31/2024 | VIG | 666,701 | $121,746 | 03/31/2024 | Blair William & Co. IL | 697,480 | $118,851 | 12/31/2023 | VIG | 697,480 | $118,851 | 12/31/2023 | Colony Group LLC | 681,364 | $116,104 | 12/31/2023 | VIG | 681,364 | $116,104 | 12/31/2023 | Goldman Sachs Group Inc. | 671,939 | $114,499 | 12/31/2023 | VIG | 671,939 | $114,499 | 12/31/2023 | Fifth Third Bancorp | 618,218 | $112,893 | 03/31/2024 | VIG | 618,218 | $112,893 | 03/31/2024 | Glenmede Trust Co. NA | 642,203 | $109,431 | 12/31/2023 | VIG | 642,203 | $109,431 | 12/31/2023 | Baird Financial Group Inc. | 621,457 | $105,896 | 12/31/2023 | VIG | 621,457 | $105,896 | 12/31/2023 | Northeast Financial Consultants Inc | 620,169 | $105,677 | 12/31/2023 | VIG | 620,169 | $105,677 | 12/31/2023 | Rockefeller Capital Management L.P. | 608,352 | $103,663 | 12/31/2023 | VIG | 608,352 | $103,663 | 12/31/2023 |
See All: Funds Holding VIG
See Details: Top 10 Hedge Funds Holding VIG
Also See: VIG Holdings Changes
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