$VIG is held by 46 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.69%, with an average of 0.32% of portfolio. Largest holder: Interactive Financial Advisors, Inc. at 3.69%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
Vanguard DIV Appreciation ETF
13F holders
2,441
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 2,441 · Source: 13F-HR01
State Farm Mutual Automobile Insurance Co.
—
—
02
Wealthfront Advisers LLC
—
—
03
Sheaff Brock Investment Advisors, LLC
—
—
04
Taconic Capital Advisors LP
—
—
05
New Perspectives, Inc
—
—
06
Evensky & Katz LLC
—
—
07
Coastwise Capital Group, LLC
—
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08
Sb Investment Advisers (uk) Ltd.
—
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09
Baltimore-Washington Financial Advisors, Inc.
—
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10
Marquette Asset Management, LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
46 holders · Q1 202601
Interactive Financial Advisors, Inc.
3.69% NEW
α +15.2pts
02
ProVise Management Group, LLC
2.09% NEW
α +11.2pts
03
LM Advisors LLC
1.60% held
α +15.5pts
04
MFA Wealth Services
0.89% NEW
α +16.2pts
05
Bolthouse Investments, LLC
0.75% NEW
α +13.6pts
06
Cornerstone Management, Inc.
0.43% NEW
α +12.4pts
07
Walkner Condon Financial Advisors LLC
0.36% NEW
α +23.7pts
08
GM Advisory Group, LLC
0.34% held
α +16.5pts
09
Venture Visionary Partners LLC
0.31% NEW
α +10.3pts
10
Barnett & Company, Inc.
0.30% NEW
α +12.6pts
11
Certior Financial Group, LLC
0.27% NEW
α +11.1pts
12
Independent Solutions Wealth Management, LLC
0.26% NEW
α +19.1pts
13
Pacific Financial Group Inc.
0.26% held
α +14.3pts
14
Wincap Financial LLC
0.24% NEW
α +14.0pts
15
Long Island Wealth Management, Inc.
0.23% NEW
α +21.8pts
16
Svb Wealth LLC
0.21% held
α +29.6pts
17
Choate Investment Advisors
0.21% NEW
α +13.8pts
18
Bradley Foster & Sargent INC
0.21% NEW
α +11.1pts
19
Endeavor Private Wealth, Inc.
0.20% held
α +13.5pts
20
Fiduciary Alliance LLC
0.19% held
α +16.8pts
21
Linscomb Wealth, Inc.
0.17% NEW
α +32.6pts
22
Costello Asset Management, INC
0.16% held
α +14.3pts
23
Pittenger & Anderson Inc.
0.14% NEW
α +21.3pts
24
Cypress Capital Group
0.13% NEW
α +12.6pts
25
Johnson Financial Group, Inc.
0.12% held
α +14.7pts
26
ELCO Management Co., LLC
0.11% NEW
α +10.8pts
27
Narus Financial Partners, LLC
0.10% held
α +11.1pts
28
Plum Street Advisors, LLC
0.10% held
α +18.0pts
29
Level Financial Advisors
0.07% held
α +30.9pts
30
Delta Financial Advisors LLC
0.07% held
α +18.1pts
31
IAM Advisory, LLC
0.06% held
α +49.7pts
32
Focused Wealth Management, Inc
0.05% held
α +19.2pts
33
Condor Capital Management
0.05% held
α +23.6pts
34
RFG Advisory, LLC
0.05% held
α +16.2pts
35
Courier Capital LLC
0.04% held
α +14.9pts
36
Principal Securities, Inc.
0.04% held
α +21.3pts
37
Fulton Bank, N.a.
0.04% held
α +23.8pts
38
Impact Partnership Wealth, LLC
0.04% held
α +10.3pts
39
Stelac Advisory Services LLC
0.03% held
α +13.4pts
40
JTC Employer Solutions Trustee Ltd
0.02% held
α +22.6pts
41
Citigroup Inc.
0.02% held
α +26.3pts
42
Wellington Management Group LLP
0.01% held
α +10.5pts
43
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
44
Scopia Capital Management LP
0.01% held
α +10.2pts
45
Truepoint, Inc.
0.01% held
α +21.4pts
46
CV Advisors LLC
0.00% held
α +29.1pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $VIG in the recent window.
Congress trades · last 90 days
14 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $VIG lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $VIG — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:18 UTC.