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 2,578 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
68,254
shares
|
$12.4 Million
2.92% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
68,243
shares
|
$12.4 Million
0.41% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
68,159
shares
|
$12.4 Million
7.1% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
68,074
shares
|
$12.4 Million
5.88% of portfolio
|
Q1 2023
Added 565.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,040
shares
|
$12.4 Million
0.27% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
67,828
shares
|
$12.4 Million
0.27% of portfolio
|
Q3 2022
Added 99.77%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
67,300
shares
|
$12.3 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
66,608
shares
|
$12.1 Million
0.31% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
66,579
shares
|
$12.1 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
66,199
shares
|
$12.1 Million
10.37% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
65,929
shares
|
$12 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
65,738
shares
|
$12 Million
0.41% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
65,364
shares
|
$11.9 Million
0.29% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
65,215
shares
|
$11.9 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
65,161
shares
|
$11.9 Million
3.5% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
65,089
shares
|
$11.9 Million
0.77% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
64,982
shares
|
$11.8 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
64,805
shares
|
$11.8 Million
1.58% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
64,493
shares
|
$11.7 Million
0.16% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
64,413
shares
|
$11.7 Million
1.52% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
64,154
shares
|
$11.7 Million
12.98% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
64,003
shares
|
$11.7 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
63,424
shares
|
$11.6 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
63,157
shares
|
$11.5 Million
0.42% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
62,819
shares
|
$11.4 Million
1.93% of portfolio
|
Q2 2025
Added 1.2%
|