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 2,608 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 $47.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
190,134
shares
|
$34.6 Million
3.9% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
189,616
shares
|
$34.5 Million
7.56% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
188,677
shares
|
$34.4 Million
4.29% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Aug 11, 2025 Q2 2025 |
187,854
shares
|
$34.2 Million
54.04% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
186,990
shares
|
$34.1 Million
0.22% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
185,215
shares
|
$33.7 Million
0.19% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
182,703
shares
|
$33.3 Million
0.45% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
182,691
shares
|
$33.3 Million
0.02% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
181,666
shares
|
$33.1 Million
1.14% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
181,417
shares
|
$33 Million
6.53% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
177,294
shares
|
$32.3 Million
3.5% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
173,993
shares
|
$31.7 Million
7.1% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
172,024
shares
|
$31.3 Million
0.76% of portfolio
|
Q2 2025
Reduced 49.51%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
170,850
shares
|
$31.1 Million
7.34% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
169,954
shares
|
$31 Million
16.55% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
168,449
shares
|
$30.7 Million
0.79% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
168,044
shares
|
$30.6 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
167,406
shares
|
$30.5 Million
4.93% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
166,446
shares
|
$30.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
166,091
shares
|
$30.3 Million
1.59% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
165,785
shares
|
$30.2 Million
7.08% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
163,997
shares
|
$29.9 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
163,236
shares
|
$29.7 Million
4.71% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
161,657
shares
|
$29.4 Million
0.64% of portfolio
|
Q2 2025
Added 117.26%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
161,534
shares
|
$29.4 Million
1.8% of portfolio
|
Q2 2025
Reduced 11.34%
|