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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
42,986
shares
|
$7.83 Million
3.07% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
42,815
shares
|
$7.8 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
42,586
shares
|
$7.76 Million
0.17% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
42,569
shares
|
$7.75 Million
1.02% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
42,383
shares
|
$7.72 Million
0.07% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
42,200
shares
|
$7.69 Million
2.94% of portfolio
|
Q3 2023
Reduced 2.57%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
42,129
shares
|
$7.67 Million
5.33% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
42,086
shares
|
$7.67 Million
0.55% of portfolio
|
Q3 2025
Added 67.2%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
41,912
shares
|
$7.63 Million
7.08% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
41,756
shares
|
$7.61 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
41,639
shares
|
$7.58 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
41,452
shares
|
$7.55 Million
4.68% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
41,226
shares
|
$7.51 Million
0.42% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 22, 2025 Q3 2025 |
41,198
shares
|
$7.5 Million
1.94% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
41,098
shares
|
$7.49 Million
0.02% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
41,007
shares
|
$7.47 Million
0.78% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
40,989
shares
|
$7.47 Million
1.1% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
40,941
shares
|
$7.46 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
40,792
shares
|
$7.43 Million
2.21% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
40,726
shares
|
$7.42 Million
0.73% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
40,685
shares
|
$7.41 Million
3.33% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
40,568
shares
|
$7.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 63.66%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
40,256
shares
|
$7.33 Million
3.53% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
40,085
shares
|
$7.3 Million
0.67% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
39,778
shares
|
$7.25 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.41%
|