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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
436
shares
|
$79,417
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
433
shares
|
$78,870
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
421
shares
|
$76,685
0.02% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
414
shares
|
$75,410
0.03% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
412
shares
|
$75,045
0.01% of portfolio
|
Q2 2025
Reduced 36.91%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
410
shares
|
$74,681
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
409
shares
|
$74,499
0.02% of portfolio
|
Q1 2024
Added 99.51%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
400
shares
|
$72,860
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
395
shares
|
$71,949
0.02% of portfolio
|
Q3 2025
Added 50.76%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
393
shares
|
$71,584
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
378
shares
|
$68,852
0.02% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
370
shares
|
$67,395
0.03% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
361
shares
|
$65,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
354
shares
|
$64,481
0.04% of portfolio
|
Q2 2025
Added 22.07%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
354
shares
|
$64,481
0.04% of portfolio
|
Q2 2025
Added 20.41%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
350
shares
|
$63,752
0.04% of portfolio
|
Q2 2024
Reduced 46.15%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
348
shares
|
$63,388
0.02% of portfolio
|
Q1 2025
Reduced 36.84%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
347
shares
|
$63,206
0.02% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
340
shares
|
$61,931
0.02% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
336
shares
|
$61,202
0.0% of portfolio
|
Q4 2024
Added 197.35%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
333
shares
|
$60,655
0.02% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
328
shares
|
$59,745
0.02% of portfolio
|
Q1 2025
Added 27.13%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
318
shares
|
$57,923
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
314
shares
|
$57,195
0.02% of portfolio
|
Q1 2022
Added 16.73%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
310
shares
|
$56,466
0.05% of portfolio
|
Q3 2025
Reduced 25.12%
|