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 |
|---|---|---|---|---|---|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
32,085
shares
|
$5.84 Million
1.63% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
32,083
shares
|
$5.84 Million
0.39% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
32,083
shares
|
$5.84 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
31,857
shares
|
$5.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 15.52%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
31,769
shares
|
$5.79 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
31,685
shares
|
$5.77 Million
4.11% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
31,528
shares
|
$5.74 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
31,355
shares
|
$5.71 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
31,315
shares
|
$5.7 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
31,256
shares
|
$5.69 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
31,116
shares
|
$5.67 Million
0.07% of portfolio
|
Q3 2025
Added 12.89%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,014
shares
|
$5.65 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
30,987
shares
|
$5.64 Million
1.61% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
30,933
shares
|
$5.63 Million
2.81% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
30,825
shares
|
$5.61 Million
0.63% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
30,782
shares
|
$5.61 Million
0.17% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
30,777
shares
|
$5.61 Million
5.01% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
30,767
shares
|
$5.6 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
30,750
shares
|
$5.6 Million
0.52% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
30,586
shares
|
$5.57 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
30,576
shares
|
$5.57 Million
2.02% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Bay Rivers Group
|
Oct 07, 2025 Q3 2025 |
30,538
shares
|
$5.56 Million
2.49% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
30,425
shares
|
$5.54 Million
1.75% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
30,298
shares
|
$5.52 Million
4.65% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
30,268
shares
|
$5.51 Million
0.57% of portfolio
|
Q2 2025
Reduced 8.1%
|