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 |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
62,792
shares
|
$11.4 Million
0.2% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
62,684
shares
|
$11.4 Million
0.82% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
62,543
shares
|
$11.4 Million
0.14% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
62,373
shares
|
$11.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
61,920
shares
|
$11.3 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Aug 04, 2025 Q2 2025 |
61,168
shares
|
$11.1 Million
7.02% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
60,958
shares
|
$11.1 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
60,938
shares
|
$11.1 Million
8.63% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
60,930
shares
|
$11.1 Million
4.23% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
60,883
shares
|
$11.1 Million
0.78% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
60,836
shares
|
$11.1 Million
0.86% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
60,810
shares
|
$11.1 Million
1.77% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
60,774
shares
|
$11.1 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
60,690
shares
|
$11.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
60,571
shares
|
$11 Million
0.59% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
60,567
shares
|
$11 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
60,546
shares
|
$11 Million
6.38% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
59,939
shares
|
$10.9 Million
6.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
59,897
shares
|
$10.9 Million
1.68% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,998
shares
|
$10.7 Million
0.28% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
58,967
shares
|
$10.7 Million
1.83% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
58,419
shares
|
$10.6 Million
7.37% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
58,325
shares
|
$10.6 Million
5.39% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
58,322
shares
|
$10.6 Million
0.28% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
58,122
shares
|
$10.6 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.1%
|