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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
34,243
shares
|
$6.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
34,129
shares
|
$6.22 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
33,925
shares
|
$6.18 Million
3.08% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
33,881
shares
|
$6.17 Million
1.6% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
33,480
shares
|
$6.1 Million
0.59% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
33,377
shares
|
$6.08 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
33,376
shares
|
$6.08 Million
0.45% of portfolio
|
Q1 2025
Reduced 13.75%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
33,277
shares
|
$6.06 Million
1.26% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
33,196
shares
|
$6.05 Million
0.26% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
33,121
shares
|
$6.03 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
33,079
shares
|
$6.03 Million
4.65% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
33,058
shares
|
$6.02 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
33,050
shares
|
$6.02 Million
0.24% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
32,878
shares
|
$5.99 Million
0.17% of portfolio
|
Q2 2025
Added 184.04%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
32,803
shares
|
$5.98 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
32,767
shares
|
$5.97 Million
2.91% of portfolio
|
Q2 2025
Reduced 50.68%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
32,640
shares
|
$5.95 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
32,631
shares
|
$5.94 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
32,622
shares
|
$5.94 Million
1.31% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
32,546
shares
|
$5.93 Million
2.06% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
32,393
shares
|
$5.9 Million
0.7% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
32,373
shares
|
$5.9 Million
3.08% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
32,162
shares
|
$5.86 Million
2.62% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
32,125
shares
|
$5.85 Million
2.56% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
32,085
shares
|
$5.84 Million
1.63% of portfolio
|
Q3 2025
Reduced 0.32%
|