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 2,560 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
112,352
shares
|
$20.5 Million
18.21% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
111,626
shares
|
$20.3 Million
0.02% of portfolio
|
Q1 2025
Added 304.16%
|
|
|
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%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
109,635
shares
|
$20 Million
8.01% of portfolio
|
Q1 2025
Added 592.14%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
108,912
shares
|
$19.8 Million
0.43% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
107,925
shares
|
$19.7 Million
3.63% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
107,246
shares
|
$19.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
107,236
shares
|
$19.5 Million
0.08% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
107,172
shares
|
$19.5 Million
5.25% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
106,471
shares
|
$19.4 Million
7.82% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
106,362
shares
|
$19.4 Million
1.86% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
105,898
shares
|
$19.3 Million
0.36% of portfolio
|
Q1 2025
Reduced 23.27%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
105,688
shares
|
$19.3 Million
5.95% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
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%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
104,519
shares
|
$19 Million
0.98% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
104,204
shares
|
$19 Million
0.67% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
103,566
shares
|
$18.9 Million
0.88% of portfolio
|
Q1 2025
Added 60.75%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
103,394
shares
|
$18.8 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
103,377
shares
|
$18.8 Million
12.47% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
102,746
shares
|
$18.7 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
102,530
shares
|
$18.7 Million
0.6% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
101,707
shares
|
$18.5 Million
7.3% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
101,634
shares
|
$18.5 Million
11.61% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
101,630
shares
|
$18.5 Million
6.89% of portfolio
|
Q2 2025
Added 2.79%
|