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 |
|---|---|---|---|---|---|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
600
shares
|
$109,290
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
598
shares
|
$108,925
0.02% of portfolio
|
N/A
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
596
shares
|
$108,561
0.02% of portfolio
|
Q4 2022
Added 147.3%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
590
shares
|
$107,468
0.01% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
586
shares
|
$106,739
0.02% of portfolio
|
Q1 2025
Reduced 32.33%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
576
shares
|
$104,918
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
567
shares
|
$103,279
0.01% of portfolio
|
Q3 2025
Reduced 53.41%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
557
shares
|
$101,457
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
540
shares
|
$98,361
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
533
shares
|
$97,085
0.05% of portfolio
|
Q3 2025
Added 81.91%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
532
shares
|
$96,903
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
517
shares
|
$94,171
0.06% of portfolio
|
Q3 2019
Added 13.88%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
515
shares
|
$93,807
0.02% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
511
shares
|
$93,078
0.01% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
500
shares
|
$91,075
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
495
shares
|
$90,164
0.03% of portfolio
|
Q2 2025
Reduced 40.43%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
494
shares
|
$89,982
0.02% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
489
shares
|
$89,071
0.01% of portfolio
|
Q3 2025
Reduced 47.64%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
473
shares
|
$86,156
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
472
shares
|
$85,974
0.03% of portfolio
|
Q2 2025
Added 758.18%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
465
shares
|
$84,699
0.0% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
455
shares
|
$82,878
0.05% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
447
shares
|
$81,421
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
442
shares
|
$80,510
0.01% of portfolio
|
Q1 2025
Added 452.5%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
440
shares
|
$80,146
0.01% of portfolio
|
Q2 2025
Reduced 10.57%
|