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 2,612 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 |
|---|---|---|---|---|---|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
2,061
shares
|
$375,411
0.06% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
2,056
shares
|
$374,500
0.24% of portfolio
|
Q1 2025
Reduced 17.66%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
2,054
shares
|
$374,136
0.04% of portfolio
|
Q2 2025
Reduced 52.31%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
2,054
shares
|
$374,136
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
2,050
shares
|
$373,407
0.1% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 07, 2025 Q3 2025 |
2,050
shares
|
$373,407
0.1% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
2,045
shares
|
$372,496
0.12% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
2,041
shares
|
$371,768
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
2,036
shares
|
$370,857
0.13% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
2,035
shares
|
$370,675
0.12% of portfolio
|
Q3 2025
Reduced 38.59%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
2,033
shares
|
$370,310
0.06% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
2,033
shares
|
$370,310
0.11% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
2,032
shares
|
$370,128
0.08% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
2,026
shares
|
$369,035
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
2,025
shares
|
$368,853
0.03% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
2,023
shares
|
$368,489
0.06% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,015
shares
|
$367,032
0.04% of portfolio
|
Q3 2022
Reduced 6.28%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
2,012
shares
|
$366,485
0.04% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Bts Asset Management, Inc.
|
Jul 30, 2025 Q2 2025 |
2,003
shares
|
$364,846
0.44% of portfolio
|
Q2 2025
Reduced 45.94%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$364,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$364,300
0.2% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
1,999
shares
|
$364,117
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
1,993
shares
|
$363,024
0.01% of portfolio
|
Q2 2025
Added 47.08%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
1,982
shares
|
$361,021
0.19% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,981
shares
|
$360,839
0.09% of portfolio
|
Q3 2025
Added 7.66%
|