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 2,608 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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
115,425
shares
|
$21 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
115,054
shares
|
$21 Million
0.3% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
115,018
shares
|
$21 Million
0.79% of portfolio
|
Q2 2025
Added 27.26%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
114,642
shares
|
$20.9 Million
3.48% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
114,207
shares
|
$20.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 30.69%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
114,183
shares
|
$20.8 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
112,352
shares
|
$20.5 Million
16.35% of portfolio
|
Q4 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
112,241
shares
|
$20.4 Million
0.34% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
110,034
shares
|
$20 Million
7.47% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
109,846
shares
|
$20 Million
0.48% of portfolio
|
Q2 2025
Added 29.94%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
108,888
shares
|
$19.8 Million
0.39% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
108,578
shares
|
$19.8 Million
0.0% of portfolio
|
Q2 2025
Added 1076.23%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
108,447
shares
|
$19.8 Million
7.37% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
108,305
shares
|
$19.7 Million
1.74% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
108,281
shares
|
$19.7 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
107,971
shares
|
$19.7 Million
1.01% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
107,458
shares
|
$19.6 Million
0.07% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
107,176
shares
|
$19.5 Million
12.06% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
106,093
shares
|
$19.3 Million
0.32% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
105,583
shares
|
$19.2 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
105,523
shares
|
$19.2 Million
5.41% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
104,423
shares
|
$19 Million
1.17% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
104,387
shares
|
$19 Million
0.61% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
104,163
shares
|
$19 Million
0.23% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
104,010
shares
|
$18.9 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.49%
|