Institutional Ownership Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG). We have compiled data on the 2,560 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
101,481
shares
|
$18.5 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
101,324
shares
|
$18.5 Million
0.42% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
100,771
shares
|
$18.4 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
100,550
shares
|
$18.3 Million
16.85% of portfolio
|
Q2 2025
Reduced 28.71%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
99,562
shares
|
$18.1 Million
0.55% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
99,431
shares
|
$18.1 Million
1.75% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
99,413
shares
|
$18.1 Million
2.21% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
99,004
shares
|
$18 Million
0.59% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
98,318
shares
|
$17.9 Million
3.08% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
98,293
shares
|
$17.9 Million
2.27% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
97,395
shares
|
$17.7 Million
0.79% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
97,330
shares
|
$17.7 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
96,855
shares
|
$17.6 Million
0.79% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
96,789
shares
|
$17.6 Million
3.38% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
95,731
shares
|
$17.4 Million
4.89% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
95,547
shares
|
$17.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
95,120
shares
|
$17.3 Million
0.57% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
94,870
shares
|
$17.3 Million
0.58% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Mittelman Wealth Management
Andover, MA |
May 15, 2025 Q1 2025 |
93,934
shares
|
$17.1 Million
16.44% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
93,819
shares
|
$17.1 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
93,802
shares
|
$17.1 Million
5.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
92,601
shares
|
$16.9 Million
0.59% of portfolio
|
Q4 2023
New holding
|
|
|
Dan L Duncan Foundation
Houston, TX |
Nov 14, 2024 Q3 2024 |
91,966
shares
|
$16.8 Million
24.23% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
91,704
shares
|
$16.7 Million
0.66% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
91,598
shares
|
$16.7 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.56%
|