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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
84,423
shares
|
$15.4 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
84,002
shares
|
$15.3 Million
0.38% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Mercer Investments LLC
|
May 14, 2024 Q1 2024 |
83,921
shares
|
$15.3 Million
24.45% of portfolio
|
Q1 2024
Reduced 9.66%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
83,780
shares
|
$15.3 Million
1.19% of portfolio
|
Q2 2025
Added 131.48%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Aug 05, 2025 Q2 2025 |
83,588
shares
|
$15.2 Million
7.76% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
83,485
shares
|
$15.2 Million
14.07% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
83,477
shares
|
$15.2 Million
0.07% of portfolio
|
Q2 2025
Added 31.49%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
83,384
shares
|
$15.2 Million
0.03% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
82,436
shares
|
$15 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
82,331
shares
|
$15 Million
3.29% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
82,061
shares
|
$14.9 Million
1.09% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
81,247
shares
|
$14.8 Million
2.2% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
81,149
shares
|
$14.8 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
80,453
shares
|
$14.7 Million
14.5% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jul 23, 2025 Q2 2025 |
79,912
shares
|
$14.6 Million
8.06% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
79,847
shares
|
$14.5 Million
2.13% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
79,512
shares
|
$14.5 Million
0.31% of portfolio
|
Q2 2025
Added 36.99%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
79,259
shares
|
$14.4 Million
16.46% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
79,248
shares
|
$14.4 Million
2.69% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
79,212
shares
|
$14.4 Million
1.16% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
78,842
shares
|
$14.4 Million
4.49% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
78,064
shares
|
$14.2 Million
1.95% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Aug 12, 2025 Q2 2025 |
78,051
shares
|
$14.2 Million
6.92% of portfolio
|
Q2 2024
Reduced 15.16%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
77,872
shares
|
$14.2 Million
0.13% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
77,630
shares
|
$14.1 Million
2.93% of portfolio
|
Q3 2025
Reduced 1.87%
|