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 2,608 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $47.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
95,069
shares
|
$17.3 Million
4.76% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
93,258
shares
|
$17 Million
13.39% of portfolio
|
Q3 2025
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
92,874
shares
|
$16.9 Million
4.78% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
92,702
shares
|
$16.9 Million
16.02% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
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
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
92,042
shares
|
$16.8 Million
4.88% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
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%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
90,445
shares
|
$16.5 Million
1.31% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
90,080
shares
|
$16.4 Million
16.78% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
89,412
shares
|
$16.3 Million
5.55% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
88,789
shares
|
$16.2 Million
1.03% of portfolio
|
Q4 2024
Added 35.8%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
88,758
shares
|
$16.2 Million
2.09% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
88,438
shares
|
$16.1 Million
0.64% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
88,225
shares
|
$16.1 Million
9.28% of portfolio
|
Q2 2025
Added 17.85%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
88,209
shares
|
$16.1 Million
5.38% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
87,969
shares
|
$16 Million
1.2% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
87,311
shares
|
$15.9 Million
0.31% of portfolio
|
Q2 2025
Added 37.94%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
87,148
shares
|
$15.9 Million
0.22% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
87,041
shares
|
$15.9 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
87,001
shares
|
$15.8 Million
1.5% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
86,606
shares
|
$15.8 Million
0.98% of portfolio
|
Q3 2022
Added 3.37%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
86,281
shares
|
$15.7 Million
1.43% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
86,213
shares
|
$15.7 Million
7.2% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
86,144
shares
|
$15.7 Million
4.79% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
85,891
shares
|
$15.6 Million
0.28% of portfolio
|
Q3 2025
Added 9.98%
|