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 |
|---|---|---|---|---|---|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
8,482
shares
|
$1.54 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
8,474
shares
|
$1.54 Million
0.18% of portfolio
|
Q3 2022
Reduced 28.98%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
8,474
shares
|
$1.54 Million
0.55% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,452
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8,446
shares
|
$1.54 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
8,421
shares
|
$1.53 Million
1.09% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
8,402
shares
|
$1.53 Million
0.11% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
8,379
shares
|
$1.53 Million
0.54% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
8,342
shares
|
$1.52 Million
0.12% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
8,341
shares
|
$1.52 Million
0.17% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
8,341
shares
|
$1.52 Million
1.83% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
8,301
shares
|
$1.51 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
8,293
shares
|
$1.51 Million
0.84% of portfolio
|
Q2 2025
Added 41.86%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
8,279
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
8,263
shares
|
$1.51 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
8,250
shares
|
$1.5 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
8,229
shares
|
$1.5 Million
0.21% of portfolio
|
Q3 2025
Added 18.57%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
8,211
shares
|
$1.5 Million
0.57% of portfolio
|
Q3 2025
Reduced 21.88%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
8,204
shares
|
$1.49 Million
1.06% of portfolio
|
Q4 2022
Added 1.72%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
8,199
shares
|
$1.49 Million
1.21% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
8,154
shares
|
$1.49 Million
1.5% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
8,120
shares
|
$1.48 Million
0.38% of portfolio
|
Q2 2025
Reduced 25.15%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
8,099
shares
|
$1.48 Million
0.14% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
8,083
shares
|
$1.47 Million
0.34% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
8,076
shares
|
$1.47 Million
0.8% of portfolio
|
Q2 2025
Added 1.29%
|