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 |
|---|---|---|---|---|---|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
44,949
shares
|
$8.19 Million
2.21% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
44,941
shares
|
$8.19 Million
5.61% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
44,908
shares
|
$8.18 Million
0.69% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
44,840
shares
|
$8.17 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
44,828
shares
|
$8.17 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
44,715
shares
|
$8.14 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
44,195
shares
|
$8.05 Million
0.13% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
44,169
shares
|
$8.05 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
44,130
shares
|
$8.04 Million
0.3% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
44,126
shares
|
$8.04 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
43,940
shares
|
$8 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
43,736
shares
|
$7.97 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
43,703
shares
|
$7.96 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
43,645
shares
|
$7.95 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
43,409
shares
|
$7.91 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
43,270
shares
|
$7.88 Million
1.13% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
43,171
shares
|
$7.86 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
42,986
shares
|
$7.83 Million
3.07% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
42,815
shares
|
$7.8 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
42,670
shares
|
$7.77 Million
1.99% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
42,569
shares
|
$7.75 Million
1.02% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
42,383
shares
|
$7.72 Million
0.07% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
42,200
shares
|
$7.69 Million
2.94% of portfolio
|
Q3 2023
Reduced 2.57%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
42,129
shares
|
$7.67 Million
5.33% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
42,097
shares
|
$7.67 Million
3.56% of portfolio
|
Q2 2025
Reduced 1.53%
|