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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
5,069
shares
|
$923,318
0.22% of portfolio
|
Q2 2025
Added 33.75%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,055
shares
|
$920,768
0.26% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Orser Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
5,045
shares
|
$918,946
0.52% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
5,042
shares
|
$918,400
0.08% of portfolio
|
Q2 2025
Reduced 86.65%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,025
shares
|
$915,303
0.15% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
5,020
shares
|
$914,393
1.26% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
4,995
shares
|
$909,839
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
4,960
shares
|
$903,464
0.15% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
4,959
shares
|
$903,281
0.31% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4,958
shares
|
$903,099
0.06% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,953
shares
|
$902,188
0.21% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,938
shares
|
$899,456
0.01% of portfolio
|
Q3 2024
Added 57.66%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,937
shares
|
$899,274
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
4,926
shares
|
$897,270
0.17% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
4,893
shares
|
$891,259
0.07% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
4,888
shares
|
$890,349
0.16% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
4,868
shares
|
$886,706
1.13% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
4,863
shares
|
$885,795
0.18% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
4,863
shares
|
$885,795
0.25% of portfolio
|
Q2 2025
Reduced 60.92%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
4,857
shares
|
$884,702
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
4,854
shares
|
$884,156
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
4,844
shares
|
$882,334
0.09% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
4,834
shares
|
$880,513
0.96% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
4,826
shares
|
$879,055
0.0% of portfolio
|
Q2 2025
Added 87.05%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,813
shares
|
$876,687
0.06% of portfolio
|
Q3 2022
Added 4.49%
|