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 |
|---|---|---|---|---|---|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
15,641
shares
|
$2.85 Million
0.16% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
15,586
shares
|
$2.84 Million
0.12% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
15,520
shares
|
$2.83 Million
0.07% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
15,484
shares
|
$2.82 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
15,449
shares
|
$2.81 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
15,448
shares
|
$2.81 Million
1.39% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
15,443
shares
|
$2.81 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
15,442
shares
|
$2.81 Million
0.22% of portfolio
|
Q3 2025
Added 65.39%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
15,408
shares
|
$2.81 Million
2.12% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
15,389
shares
|
$2.8 Million
0.58% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
15,344
shares
|
$2.79 Million
0.26% of portfolio
|
Q3 2025
Added 41.06%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
15,303
shares
|
$2.79 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
15,259
shares
|
$2.78 Million
1.3% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
15,175
shares
|
$2.76 Million
2.11% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
15,149
shares
|
$2.76 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
15,120
shares
|
$2.75 Million
0.37% of portfolio
|
Q2 2024
Added 769.47%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
15,053
shares
|
$2.74 Million
2.24% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
15,032
shares
|
$2.74 Million
0.07% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
14,994
shares
|
$2.73 Million
1.84% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
14,981
shares
|
$2.73 Million
1.79% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,912
shares
|
$2.72 Million
1.02% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
14,912
shares
|
$2.72 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
14,861
shares
|
$2.71 Million
0.97% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
14,820
shares
|
$2.7 Million
0.21% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
14,815
shares
|
$2.7 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.04%
|