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 |
|---|---|---|---|---|---|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
6,576
shares
|
$1.2 Million
0.57% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
6,571
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,524
shares
|
$1.19 Million
0.38% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,508
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
6,490
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
6,489
shares
|
$1.18 Million
0.24% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,479
shares
|
$1.18 Million
0.17% of portfolio
|
Q4 2022
Reduced 16.79%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
6,473
shares
|
$1.18 Million
0.3% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
6,447
shares
|
$1.17 Million
0.54% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
6,433
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
6,424
shares
|
$1.17 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
6,413
shares
|
$1.17 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
6,410
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
6,405
shares
|
$1.17 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
6,373
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
6,364
shares
|
$1.16 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
6,354
shares
|
$1.16 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
6,340
shares
|
$1.15 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
6,336
shares
|
$1.15 Million
0.29% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
6,328
shares
|
$1.15 Million
0.61% of portfolio
|
Q2 2025
Reduced 17.57%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
6,304
shares
|
$1.15 Million
0.23% of portfolio
|
Q2 2022
Added 3.02%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,275
shares
|
$1.14 Million
0.22% of portfolio
|
Q1 2024
Added 72.91%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
6,252
shares
|
$1.14 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
6,247
shares
|
$1.14 Million
0.74% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
6,231
shares
|
$1.13 Million
0.72% of portfolio
|
Q4 2022
Reduced 4.84%
|