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 259 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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
37,287
shares
|
$6.79 Million
0.59% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
36,936
shares
|
$6.73 Million
0.71% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
36,729
shares
|
$6.69 Million
2.28% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
36,671
shares
|
$6.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
36,640
shares
|
$6.67 Million
0.33% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
36,461
shares
|
$6.64 Million
0.3% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
36,444
shares
|
$6.64 Million
0.9% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
36,372
shares
|
$6.63 Million
0.29% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
36,126
shares
|
$6.58 Million
0.15% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
36,099
shares
|
$6.58 Million
0.21% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
35,790
shares
|
$6.52 Million
1.15% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
35,742
shares
|
$6.51 Million
1.31% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
35,663
shares
|
$6.5 Million
0.41% of portfolio
|
Q3 2025
Reduced 35.76%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
35,655
shares
|
$6.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
35,301
shares
|
$6.43 Million
1.56% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
35,290
shares
|
$6.43 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
35,066
shares
|
$6.39 Million
0.77% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
34,914
shares
|
$6.36 Million
1.48% of portfolio
|
Q3 2025
Added 366.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
34,889
shares
|
$6.36 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
34,815
shares
|
$6.34 Million
1.29% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
34,772
shares
|
$6.33 Million
3.43% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
34,604
shares
|
$6.3 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
34,580
shares
|
$6.3 Million
0.1% of portfolio
|
Q4 2023
Added 2.38%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
34,389
shares
|
$6.26 Million
0.89% of portfolio
|
Q3 2025
Added 90.23%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
34,366
shares
|
$6.26 Million
0.85% of portfolio
|
Q3 2025
Reduced 14.26%
|