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 2,556 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
18,782
shares
|
$3.42 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
18,687
shares
|
$3.4 Million
0.08% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
18,597
shares
|
$3.39 Million
0.12% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
18,592
shares
|
$3.39 Million
2.24% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
18,501
shares
|
$3.37 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
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 |
Jul 09, 2025 Q2 2025 |
18,416
shares
|
$3.35 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
18,354
shares
|
$3.34 Million
0.57% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
18,350
shares
|
$3.34 Million
0.71% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
18,306
shares
|
$3.33 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
18,195
shares
|
$3.31 Million
0.22% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
18,035
shares
|
$3.29 Million
0.87% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
17,832
shares
|
$3.25 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
17,801
shares
|
$3.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
17,754
shares
|
$3.23 Million
0.75% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
17,749
shares
|
$3.23 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
17,716
shares
|
$3.23 Million
0.35% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
17,714
shares
|
$3.23 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
17,690
shares
|
$3.22 Million
0.22% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
17,647
shares
|
$3.21 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,625
shares
|
$3.21 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
17,624
shares
|
$3.21 Million
1.47% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
17,569
shares
|
$3.2 Million
0.24% of portfolio
|
Q1 2025
Added 95.49%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
17,506
shares
|
$3.19 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
17,484
shares
|
$3.18 Million
2.39% of portfolio
|
Q2 2025
Reduced 5.62%
|