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 2,577 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
347,959
shares
|
$63.4 Million
29.19% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
346,053
shares
|
$63 Million
0.65% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
342,646
shares
|
$62.4 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
336,934
shares
|
$61.4 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
331,192
shares
|
$60.3 Million
10.95% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
331,166
shares
|
$60.3 Million
21.39% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
326,402
shares
|
$59.5 Million
0.32% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
325,857
shares
|
$59.4 Million
3.78% of portfolio
|
Q3 2022
Added 2.38%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
324,693
shares
|
$59.1 Million
11.41% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
324,150
shares
|
$59 Million
1.92% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
322,371
shares
|
$58.7 Million
8.99% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
310,588
shares
|
$56.6 Million
12.5% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
305,764
shares
|
$55.7 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
299,135
shares
|
$54.5 Million
2.68% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
286,540
shares
|
$52.2 Million
4.75% of portfolio
|
Q3 2022
Added 0.9%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
284,097
shares
|
$51.7 Million
6.16% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
279,204
shares
|
$50.9 Million
5.25% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
278,828
shares
|
$50.8 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
274,684
shares
|
$50 Million
7.89% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
271,783
shares
|
$49.5 Million
3.75% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
269,307
shares
|
$49.1 Million
3.19% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
267,604
shares
|
$48.7 Million
6.86% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
265,569
shares
|
$48.4 Million
0.42% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
262,020
shares
|
$47.7 Million
12.27% of portfolio
|
Q2 2024
Added 11.84%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
260,434
shares
|
$47.4 Million
9.26% of portfolio
|
Q4 2023
New holding
|