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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
257,907
shares
|
$47 Million
0.06% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
255,948
shares
|
$46.6 Million
3.2% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
249,760
shares
|
$45.5 Million
5.02% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
248,418
shares
|
$45.2 Million
0.25% of portfolio
|
Q2 2023
Reduced 10.41%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
247,352
shares
|
$45.1 Million
1.94% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
243,543
shares
|
$44.4 Million
3.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
237,865
shares
|
$43.3 Million
13.3% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
237,140
shares
|
$43.2 Million
1.39% of portfolio
|
Q2 2025
Added 38.97%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
231,183
shares
|
$42.1 Million
26.19% of portfolio
|
Q1 2023
Added 1.08%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
229,140
shares
|
$41.7 Million
4.85% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
228,833
shares
|
$41.7 Million
6.46% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
226,531
shares
|
$41.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
221,543
shares
|
$40.4 Million
2.82% of portfolio
|
Q3 2022
Added 1.19%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
219,181
shares
|
$39.9 Million
3.56% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
218,291
shares
|
$39.8 Million
10.92% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
216,854
shares
|
$39.5 Million
6.61% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
204,139
shares
|
$37.2 Million
9.92% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
201,991
shares
|
$36.8 Million
0.56% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
199,709
shares
|
$36.4 Million
5.35% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
198,187
shares
|
$36.1 Million
28.62% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
196,169
shares
|
$35.7 Million
5.73% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
194,291
shares
|
$35.4 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
193,816
shares
|
$35.3 Million
0.73% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
191,155
shares
|
$34.8 Million
3.35% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
190,694
shares
|
$34.7 Million
1.11% of portfolio
|
Q3 2022
Added 4.36%
|