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 2,611 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 |
|---|---|---|---|---|---|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,017
shares
|
$549,546
0.38% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,010
shares
|
$548,271
0.13% of portfolio
|
Q1 2024
Reduced 21.59%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
3,010
shares
|
$548,271
0.08% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,008
shares
|
$547,907
0.31% of portfolio
|
Q4 2023
Reduced 91.62%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
3,008
shares
|
$547,907
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
3,003
shares
|
$546,996
0.26% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
3,002
shares
|
$546,814
0.02% of portfolio
|
Q3 2025
Reduced 20.37%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
3,002
shares
|
$546,814
0.2% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
3,001
shares
|
$546,632
0.12% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
3,001
shares
|
$546,632
0.09% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
3,000
shares
|
$546,450
0.27% of portfolio
|
Q3 2021
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,986
shares
|
$543,899
0.04% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
2,985
shares
|
$543,717
0.08% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,982
shares
|
$543,171
0.02% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
2,980
shares
|
$542,807
0.01% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
2,975
shares
|
$541,896
0.03% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
2,969
shares
|
$540,803
0.12% of portfolio
|
Q2 2025
Added 70.73%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
2,963
shares
|
$539,710
0.18% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,958
shares
|
$538,799
0.1% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
2,955
shares
|
$538,253
0.04% of portfolio
|
Q1 2025
Added 97.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
2,955
shares
|
$538,253
0.28% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,950
shares
|
$537,342
0.03% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
2,950
shares
|
$537,342
0.25% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
2,944
shares
|
$536,249
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,944
shares
|
$536,249
0.08% of portfolio
|
Q4 2024
Added 12.37%
|