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 |
|---|---|---|---|---|---|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
41,912
shares
|
$7.63 Million
7.08% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
41,652
shares
|
$7.59 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
41,452
shares
|
$7.55 Million
4.68% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
41,226
shares
|
$7.51 Million
0.42% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
41,198
shares
|
$7.5 Million
1.81% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
41,098
shares
|
$7.49 Million
0.02% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
40,988
shares
|
$7.47 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
40,941
shares
|
$7.46 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
40,834
shares
|
$7.44 Million
0.84% of portfolio
|
Q2 2025
Added 2771.59%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
40,779
shares
|
$7.43 Million
0.18% of portfolio
|
Q2 2025
Added 34.72%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
40,726
shares
|
$7.42 Million
0.73% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
40,685
shares
|
$7.41 Million
3.33% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
40,568
shares
|
$7.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 63.66%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
40,398
shares
|
$7.36 Million
5.3% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
40,256
shares
|
$7.33 Million
3.53% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
40,085
shares
|
$7.3 Million
0.67% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
40,082
shares
|
$7.3 Million
1.06% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
40,049
shares
|
$7.29 Million
3.63% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
39,852
shares
|
$7.26 Million
4.25% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
39,783
shares
|
$7.25 Million
6.24% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
39,778
shares
|
$7.25 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
39,774
shares
|
$7.24 Million
0.23% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
39,710
shares
|
$7.23 Million
0.57% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
39,676
shares
|
$7.23 Million
0.71% of portfolio
|
Q2 2025
Added 98.93%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
39,279
shares
|
$7.15 Million
0.49% of portfolio
|
Q4 2022
Added 18.42%
|