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 2,612 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 |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
18,905
shares
|
$3.44 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
18,825
shares
|
$3.43 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
18,800
shares
|
$3.42 Million
3.85% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
18,799
shares
|
$3.42 Million
0.6% of portfolio
|
Q3 2025
Reduced 28.01%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
18,796
shares
|
$3.42 Million
1.78% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
18,783
shares
|
$3.42 Million
0.67% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
18,730
shares
|
$3.41 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
18,697
shares
|
$3.41 Million
0.12% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
18,675
shares
|
$3.4 Million
1.2% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
18,648
shares
|
$3.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
18,522
shares
|
$3.37 Million
2.77% of portfolio
|
Q3 2025
Added 93.34%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
18,521
shares
|
$3.37 Million
2.63% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
18,497
shares
|
$3.37 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
18,478
shares
|
$3.37 Million
4.41% of portfolio
|
Q3 2023
Reduced 8.79%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
18,465
shares
|
$3.36 Million
1.32% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
18,461
shares
|
$3.36 Million
1.87% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
18,439
shares
|
$3.36 Million
0.66% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
18,420
shares
|
$3.36 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
18,237
shares
|
$3.32 Million
2.05% of portfolio
|
Q2 2025
Added 444.06%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
18,235
shares
|
$3.32 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
17,996
shares
|
$3.28 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
17,851
shares
|
$3.25 Million
0.46% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
17,801
shares
|
$3.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
17,762
shares
|
$3.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
17,757
shares
|
$3.23 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.42%
|