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 2,610 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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
64,003
shares
|
$11.7 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
63,946
shares
|
$11.6 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
63,424
shares
|
$11.6 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
63,157
shares
|
$11.5 Million
0.42% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
62,819
shares
|
$11.4 Million
1.93% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
62,684
shares
|
$11.4 Million
0.82% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
62,543
shares
|
$11.4 Million
0.14% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
62,424
shares
|
$11.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
62,261
shares
|
$11.3 Million
0.27% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
61,920
shares
|
$11.3 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Aug 04, 2025 Q2 2025 |
61,168
shares
|
$11.1 Million
7.02% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
60,958
shares
|
$11.1 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
60,938
shares
|
$11.1 Million
8.63% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
60,930
shares
|
$11.1 Million
4.23% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
60,883
shares
|
$11.1 Million
0.78% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
60,836
shares
|
$11.1 Million
0.86% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
60,774
shares
|
$11.1 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
60,768
shares
|
$11.1 Million
0.69% of portfolio
|
Q3 2025
Added 233.98%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
60,571
shares
|
$11 Million
0.59% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
60,546
shares
|
$11 Million
6.38% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
60,024
shares
|
$10.9 Million
0.72% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
60,005
shares
|
$10.9 Million
1.84% of portfolio
|
Q3 2025
Added 27.02%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
59,287
shares
|
$10.8 Million
3.29% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Simpli Fi, Inc.
|
Oct 23, 2025 Q3 2025 |
59,122
shares
|
$10.8 Million
5.95% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
59,095
shares
|
$10.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.89%
|