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 2,577 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,478,914
shares
|
$269 Million
0.48% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,407,483
shares
|
$256 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,395,581
shares
|
$254 Million
0.19% of portfolio
|
Q2 2025
Added 27.31%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
1,273,264
shares
|
$232 Million
9.72% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
1,231,457
shares
|
$224 Million
2.87% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,217,884
shares
|
$222 Million
0.51% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
1,185,403
shares
|
$216 Million
22.88% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,092,441
shares
|
$199 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,062,540
shares
|
$194 Million
0.19% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,002,520
shares
|
$183 Million
0.17% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
999,945
shares
|
$182 Million
0.33% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
964,064
shares
|
$176 Million
5.65% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
931,754
shares
|
$170 Million
1.3% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
917,465
shares
|
$167 Million
1.88% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
911,551
shares
|
$166 Million
0.57% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
894,156
shares
|
$163 Million
0.23% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
863,502
shares
|
$157 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
854,648
shares
|
$156 Million
1.99% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
818,957
shares
|
$149 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
742,528
shares
|
$135 Million
3.52% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
735,554
shares
|
$134 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
730,246
shares
|
$133 Million
0.02% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
706,385
shares
|
$129 Million
0.66% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
691,674
shares
|
$126 Million
7.49% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
651,453
shares
|
$119 Million
0.22% of portfolio
|
Q2 2025
Added 3.23%
|