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 |
|---|---|---|---|---|---|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,600
shares
|
$291,440
0.46% of portfolio
|
Q4 2022
Added 110.8%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
1,600
shares
|
$291,440
0.18% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
1,600
shares
|
$291,440
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
1,598
shares
|
$291,075
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
1,593
shares
|
$290,164
0.03% of portfolio
|
Q3 2020
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,592
shares
|
$289,982
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,590
shares
|
$289,618
0.01% of portfolio
|
Q3 2025
Reduced 43.28%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
1,582
shares
|
$288,161
0.29% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,573
shares
|
$286,521
0.01% of portfolio
|
Q3 2025
Added 61.66%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 27, 2025 Q3 2025 |
1,573
shares
|
$286,521
0.19% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
1,568
shares
|
$285,611
0.12% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,567
shares
|
$285,429
0.07% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
1,565
shares
|
$285,064
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
1,564
shares
|
$284,882
0.11% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,564
shares
|
$284,882
0.02% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
1,561
shares
|
$284,336
0.02% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
1,550
shares
|
$282,332
0.05% of portfolio
|
Q3 2025
Added 26.63%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,550
shares
|
$282,332
0.03% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
1,540
shares
|
$280,511
0.13% of portfolio
|
Q2 2024
Reduced 16.98%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
1,540
shares
|
$280,511
0.13% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,539
shares
|
$280,328
0.34% of portfolio
|
Q3 2025
Added 23.02%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,538
shares
|
$280,146
0.1% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
1,537
shares
|
$279,964
0.16% of portfolio
|
Q2 2025
Reduced 54.22%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1,534
shares
|
$279,418
0.04% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,533
shares
|
$279,235
0.09% of portfolio
|
Q3 2025
Added 0.33%
|