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 |
|---|---|---|---|---|---|
|
Mad River Investors
|
Oct 14, 2025 Q3 2025 |
2,600
shares
|
$473,590
0.24% of portfolio
|
Q3 2025
Reduced 58.06%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
2,594
shares
|
$472,497
0.03% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
2,589
shares
|
$471,586
0.1% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
2,586
shares
|
$471,039
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,582
shares
|
$470,311
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
2,580
shares
|
$469,947
0.28% of portfolio
|
Q2 2025
Reduced 21.41%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
2,575
shares
|
$469,036
0.0% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
2,570
shares
|
$468,125
0.08% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,568
shares
|
$467,761
0.1% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Oct 06, 2025 Q3 2025 |
2,562
shares
|
$466,668
0.33% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
2,556
shares
|
$465,575
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
2,550
shares
|
$464,482
0.48% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
2,548
shares
|
$464,118
0.03% of portfolio
|
Q3 2025
Added 113.76%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
2,546
shares
|
$463,753
0.04% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
2,540
shares
|
$462,661
0.06% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
2,536
shares
|
$461,932
0.25% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
2,536
shares
|
$461,932
0.32% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
2,530
shares
|
$460,839
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
2,523
shares
|
$459,564
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,518
shares
|
$458,653
0.16% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
2,516
shares
|
$458,289
0.04% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,512
shares
|
$457,560
0.08% of portfolio
|
Q2 2025
Added 27.45%
|
|
|
Rs Crum Inc.
|
Sep 23, 2025 Q2 2025 |
2,510
shares
|
$457,196
0.11% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,510
shares
|
$457,196
0.08% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
2,507
shares
|
$456,650
0.02% of portfolio
|
Q1 2025
Added 3.64%
|