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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,708
shares
|
$493,262
0.17% of portfolio
|
Q3 2022
Added 65.63%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
2,708
shares
|
$493,262
0.53% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
2,704
shares
|
$492,533
0.14% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
2,704
shares
|
$492,533
0.18% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
2,700
shares
|
$491,805
0.02% of portfolio
|
Q2 2025
Reduced 63.15%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
2,698
shares
|
$491,440
0.46% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
2,687
shares
|
$489,437
0.11% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,677
shares
|
$487,615
0.1% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
2,662
shares
|
$484,883
0.3% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,658
shares
|
$484,154
0.22% of portfolio
|
Q4 2024
Added 28.65%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,653
shares
|
$483,243
0.17% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,652
shares
|
$483,061
0.06% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,650
shares
|
$482,697
0.12% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,650
shares
|
$482,697
0.36% of portfolio
|
Q3 2024
Reduced 34.44%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
2,647
shares
|
$482,151
0.06% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,642
shares
|
$481,240
0.17% of portfolio
|
Q1 2023
Added 2.88%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,639
shares
|
$480,693
0.05% of portfolio
|
Q2 2025
Added 33.15%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
2,638
shares
|
$480,511
0.18% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
2,636
shares
|
$480,147
0.07% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
2,636
shares
|
$480,147
0.04% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,620
shares
|
$477,233
0.03% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
2,619
shares
|
$477,050
0.02% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
2,619
shares
|
$477,050
0.32% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,613
shares
|
$475,957
0.22% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
2,607
shares
|
$474,865
0.04% of portfolio
|
Q2 2025
Reduced 2.51%
|