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Institutional Holders of VIG

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE $4,512,603 12/31/2023
     VIG26,487,612$4,513,489 12/31/2023
     Put5,300$903 12/31/2023
     Call100$17 12/31/2023
Morgan Stanley11,633,460$1,982,342 12/31/2023
     VIG11,633,460$1,982,342 12/31/2023
Wells Fargo & Company MN $1,813,955 12/31/2023
     VIG10,648,372$1,814,483 12/31/2023
     Put3,100$528 12/31/2023
Vanguard Group Inc.8,168,860$1,391,974 12/31/2023
     VIG8,168,860$1,391,974 12/31/2023
Wealthfront Advisers LLC6,943,479$1,267,949 03/31/2024
     VIG6,943,479$1,267,949 03/31/2024
UBS Group AG6,446,494$1,098,483 12/31/2023
     VIG6,446,494$1,098,483 12/31/2023
LPL Financial LLC5,297,764$902,739 12/31/2023
     VIG5,297,764$902,739 12/31/2023
HB Wealth Management LLC3,847,028$655,534 12/31/2023
     VIG3,847,028$655,534 12/31/2023
Royal Bank of Canada3,797,327$647,064 12/31/2023
     VIG3,797,327$647,064 12/31/2023
Raymond James & Associates3,537,699$646,019 03/31/2024
     VIG3,537,699$646,019 03/31/2024
Evoke Wealth LLC3,039,793$517,981 12/31/2023
     VIG3,039,793$517,981 12/31/2023
JPMorgan Chase & Co.2,870,677$489,163 12/31/2023
     VIG2,870,677$489,163 12/31/2023
Commonwealth Equity Services LLC2,741,969$467,232 12/31/2023
     VIG2,741,969$467,232 12/31/2023
Ameriprise Financial Inc.2,610,914$446,891 12/31/2023
     VIG2,610,914$446,891 12/31/2023
HighTower Advisors LLC2,137,251$364,207 12/31/2023
     VIG2,137,251$364,207 12/31/2023
Bank of New York Mellon Corp1,954,126$356,843 03/31/2024
     VIG1,954,126$356,843 03/31/2024
Raymond James Financial Services Advisors Inc.1,943,697$354,939 03/31/2024
     VIG1,943,697$354,939 03/31/2024
Envestnet Asset Management Inc.1,903,450$324,348 12/31/2023
     VIG1,903,450$324,348 12/31/2023
Signaturefd LLC1,857,887$316,584 12/31/2023
     VIG1,857,887$316,584 12/31/2023
Truist Financial Corp1,570,153$267,554 12/31/2023
     VIG1,570,153$267,554 12/31/2023
Northwestern Mutual Wealth Management Co.1,522,764$259,479 12/31/2023
     VIG1,522,764$259,479 12/31/2023
Trust Point Inc.1,283,644$234,406 03/31/2024
     VIG1,283,644$234,406 03/31/2024
Advisor Group Holdings Inc.1,356,113$231,137 12/31/2023
     VIG1,356,113$231,137 12/31/2023
Mariner LLC1,312,262$223,609 12/31/2023
     VIG1,312,262$223,609 12/31/2023
The Manufacturers Life Insurance Company 1,218,711$207,667 12/31/2023
     VIG1,218,711$207,667 12/31/2023
Modera Wealth Management LLC1,192,270$203,163 12/31/2023
     VIG1,192,270$203,163 12/31/2023
Charles Schwab Investment Management Inc.1,187,733$202,193 12/31/2023
     VIG1,187,733$202,193 12/31/2023
Joel Isaacson & Co. LLC1,063,857$181,281 12/31/2023
     VIG1,063,857$181,281 12/31/2023
Captrust Financial Advisors1,051,764$179,221 12/31/2023
     VIG1,051,764$179,221 12/31/2023
Creative Planning1,047,603$178,511 12/31/2023
     VIG1,047,603$178,511 12/31/2023
Aspiriant LLC962,404$175,753 03/31/2024
     VIG962,404$175,753 03/31/2024
CI Private Wealth LLC1,028,236$175,212 12/31/2023
     VIG1,028,236$175,212 12/31/2023
Stifel Financial Corp1,027,486$175,088 12/31/2023
     VIG1,027,486$175,088 12/31/2023
Annex Advisory Services LLC898,754$164,121 03/31/2024
     VIG898,754$164,121 03/31/2024
Brown Advisory Inc.879,038$160,521 03/31/2024
     VIG879,038$160,521 03/31/2024
Bank of Montreal Can897,937$153,251 12/31/2023
     VIG897,937$153,251 12/31/2023
Cambridge Investment Research Advisors Inc.830,337$151,628 03/31/2024
     VIG830,337$151,628 03/31/2024
Wealth Enhancement Advisory Services LLC811,425$148,174 03/31/2024
     VIG811,425$148,174 03/31/2024
Nicholas Hoffman & Company LLC.732,370$133,738 03/31/2024
     VIG732,370$133,738 03/31/2024
Lincoln National Corp757,582$129,092 12/31/2023
     VIG757,582$129,092 12/31/2023
MAI Capital Management739,270$125,972 12/31/2023
     VIG739,270$125,972 12/31/2023
Retirement Planning Group666,701$121,746 03/31/2024
     VIG666,701$121,746 03/31/2024
Blair William & Co. IL697,480$118,851 12/31/2023
     VIG697,480$118,851 12/31/2023
Colony Group LLC681,364$116,104 12/31/2023
     VIG681,364$116,104 12/31/2023
Goldman Sachs Group Inc.671,939$114,499 12/31/2023
     VIG671,939$114,499 12/31/2023
Fifth Third Bancorp618,218$112,893 03/31/2024
     VIG618,218$112,893 03/31/2024
Glenmede Trust Co. NA642,203$109,431 12/31/2023
     VIG642,203$109,431 12/31/2023
Baird Financial Group Inc.621,457$105,896 12/31/2023
     VIG621,457$105,896 12/31/2023
Northeast Financial Consultants Inc620,169$105,677 12/31/2023
     VIG620,169$105,677 12/31/2023
Rockefeller Capital Management L.P.608,352$103,663 12/31/2023
     VIG608,352$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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