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Institutional Holders of VIGI

There is a long list of 419 institutional holders of VIGI 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 VIGI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VIGI table below, the initial column indicates the name of each top institutional holder of VIGI, with a link to that fund's top holdings. The next columns indicate the amount of VIGI stock held by each of the institutional holders of VIGI, followed by the VIGI 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
Morgan Stanley5,468,429$433,865 12/31/2023
     VIGI5,468,429$433,865 12/31/2023
Bank of America Corp DE3,222,223$255,651 12/31/2023
     VIGI3,222,223$255,651 12/31/2023
EP Wealth Advisors LLC2,159,836$171,361 12/31/2023
     VIGI2,159,836$171,361 12/31/2023
Parcion Private Wealth LLC1,790,572$145,985 03/31/2024
     VIGI1,790,572$145,985 03/31/2024
Bank of New York Mellon Corp1,562,136$127,361 03/31/2024
     VIGI1,562,136$127,361 03/31/2024
Cliftonlarsonallen Wealth Advisors LLC1,541,679$125,693 03/31/2024
     VIGI1,541,679$125,693 03/31/2024
Citigroup Inc.1,387,922$110,118 12/31/2023
     VIGI1,387,922$110,118 12/31/2023
LPL Financial LLC984,749$78,130 12/31/2023
     VIGI984,749$78,130 12/31/2023
Wells Fargo & Company MN948,028$75,217 12/31/2023
     VIGI948,028$75,217 12/31/2023
Edge Capital Group LLC946,908$75,128 12/31/2023
     VIGI946,908$75,128 12/31/2023
UBS Group AG680,247$53,971 12/31/2023
     VIGI680,247$53,971 12/31/2023
Raymond James Financial Services Advisors Inc.635,533$51,815 03/31/2024
     VIGI635,533$51,815 03/31/2024
Royal Bank of Canada635,124$50,391 12/31/2023
     VIGI635,124$50,391 12/31/2023
Ameriprise Financial Inc.623,564$49,444 12/31/2023
     VIGI623,564$49,444 12/31/2023
Northwestern Mutual Wealth Management Co.545,818$43,305 12/31/2023
     VIGI545,818$43,305 12/31/2023
Commonwealth Equity Services LLC517,719$42,210 03/31/2024
     VIGI517,719$42,210 03/31/2024
ESL Trust Services LLC492,154$39,048 12/31/2023
     VIGI492,154$39,048 12/31/2023
Capital Advantage Inc.429,382$34,067 12/31/2023
     VIGI429,382$34,067 12/31/2023
American Financial Advisors LLC404,284$32,961 03/31/2024
     VIGI404,284$32,961 03/31/2024
Envestnet Asset Management Inc.391,356$31,050 12/31/2023
     VIGI391,356$31,050 12/31/2023
Cresset Asset Management LLC390,083$30,949 12/31/2023
     VIGI390,083$30,949 12/31/2023
Jane Street Group LLC378,884$30,061 12/31/2023
     VIGI378,884$30,061 12/31/2023
Truist Financial Corp374,799$29,737 12/31/2023
     VIGI374,799$29,737 12/31/2023
Sugarloaf Wealth Management LLC346,248$28,230 03/31/2024
     VIGI346,248$28,230 03/31/2024
Raymond James & Associates344,362$28,076 03/31/2024
     VIGI344,362$28,076 03/31/2024
JPMorgan Chase & Co.328,083$26,030 12/31/2023
     VIGI328,083$26,030 12/31/2023
Boston Financial Mangement LLC324,620$25,755 12/31/2023
     VIGI324,620$25,755 12/31/2023
Mariner LLC305,260$24,219 12/31/2023
     VIGI305,260$24,219 12/31/2023
Insight Wealth Strategies LLC291,170$23,739 03/31/2024
     VIGI291,170$23,739 03/31/2024
VeraBank N.A.290,225$23,662 03/31/2024
     VIGI290,225$23,662 03/31/2024
HighTower Advisors LLC270,828$22,071 03/31/2024
     VIGI270,828$22,071 03/31/2024
Mercer Global Advisors Inc. ADV259,341$20,576 12/31/2023
     VIGI259,341$20,576 12/31/2023
B & T Capital Management DBA Alpha Capital Management246,624$20,107 03/31/2024
     VIGI246,624$20,107 03/31/2024
Janney Montgomery Scott LLC245,903$20,049 03/31/2024
     VIGI245,903$20,049 03/31/2024
GWM Advisors LLC251,137$19,925 12/31/2023
     VIGI251,137$19,925 12/31/2023
Ackerman Capital Advisors LLC222,006$18,100 03/31/2024
     VIGI222,006$18,100 03/31/2024
American Trust226,096$17,938 12/31/2023
     VIGI226,096$17,938 12/31/2023
Eastern Bank224,999$17,851 12/31/2023
     VIGI224,999$17,851 12/31/2023
RSM US Wealth Management LLC218,638$17,826 03/31/2024
     VIGI218,638$17,826 03/31/2024
Cetera Advisor Networks LLC218,546$17,339 12/31/2023
     VIGI218,546$17,339 12/31/2023
Weatherly Asset Management L. P.203,516$16,593 03/31/2024
     VIGI203,516$16,593 03/31/2024
Navalign LLC197,938$16,138 03/31/2024
     VIGI197,938$16,138 03/31/2024
Focused Wealth Management Inc199,768$15,850 12/31/2023
     VIGI199,768$15,850 12/31/2023
Honkamp Krueger Financial Services Inc.187,438$15,282 03/31/2024
     VIGI187,438$15,282 03/31/2024
OLD Mission Capital LLC191,263$15,175 12/31/2023
     VIGI191,263$15,175 12/31/2023
Kohmann Bosshard Financial Services LLC176,312$14,375 03/31/2024
     VIGI176,312$14,375 03/31/2024
Howard Financial Services LTD.176,285$14,373 03/31/2024
     VIGI176,285$14,373 03/31/2024
Wealth Enhancement Advisory Services LLC175,230$14,286 03/31/2024
     VIGI175,230$14,286 03/31/2024
JNBA Financial Advisors165,842$13,521 03/31/2024
     VIGI165,842$13,521 03/31/2024
Jones Financial Companies Lllp168,967$13,406 12/31/2023
     VIGI168,967$13,406 12/31/2023

See All: Funds Holding VIGI
See Details: Top 10 Hedge Funds Holding VIGI
Also See: VIGI Holdings Changes

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