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 2,616 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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
11,007
shares
|
$2 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
10,992
shares
|
$2 Million
0.25% of portfolio
|
Q3 2025
Reduced 26.43%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
10,967
shares
|
$2 Million
0.47% of portfolio
|
Q3 2025
Reduced 54.45%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
10,954
shares
|
$2 Million
0.07% of portfolio
|
Q3 2025
Added 198.64%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
10,930
shares
|
$1.99 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
10,908
shares
|
$1.99 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
United Services Automobile Association
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
10,867
shares
|
$1.98 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
10,846
shares
|
$1.98 Million
2.13% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,815
shares
|
$1.97 Million
1.11% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
10,812
shares
|
$1.97 Million
0.84% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,738
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
10,716
shares
|
$1.95 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
10,712
shares
|
$1.95 Million
0.42% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
10,681
shares
|
$1.95 Million
1.72% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 06, 2025 Q3 2025 |
10,678
shares
|
$1.94 Million
1.33% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
10,660
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
10,654
shares
|
$1.94 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,614
shares
|
$1.93 Million
0.26% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
10,610
shares
|
$1.93 Million
0.33% of portfolio
|
Q3 2025
Reduced 29.06%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
10,606
shares
|
$1.93 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,604
shares
|
$1.93 Million
1.04% of portfolio
|
Q1 2024
Added 1.15%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
10,557
shares
|
$1.92 Million
0.49% of portfolio
|
Q2 2025
Reduced 24.06%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
10,527
shares
|
$1.92 Million
0.22% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
10,509
shares
|
$1.91 Million
1.72% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
10,445
shares
|
$1.9 Million
0.89% of portfolio
|
Q3 2025
Added 0.64%
|