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 2,610 institutions that hold shares in the stock, with a total of 258 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,568
shares
|
$285,611
0.04% of portfolio
|
Q1 2025
Reduced 45.61%
|
|
|
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%
|
|
|
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%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
1,530
shares
|
$278,689
0.21% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
1,528
shares
|
$278,325
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,526
shares
|
$277,960
0.07% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
1,526
shares
|
$277,960
0.05% of portfolio
|
Q3 2025
Reduced 21.9%
|