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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
39,231
shares
|
$7.15 Million
0.8% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Tide Cove Capital Partners LLC
San Diego, CA |
Jul 29, 2025 Q2 2025 |
38,986
shares
|
$7.1 Million
6.44% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
38,935
shares
|
$7.09 Million
2.28% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
38,917
shares
|
$7.09 Million
4.81% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
38,837
shares
|
$7.07 Million
5.98% of portfolio
|
Q4 2022
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
38,799
shares
|
$7.07 Million
2.08% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
38,670
shares
|
$7.04 Million
4.28% of portfolio
|
Q3 2022
Added 824.46%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
38,608
shares
|
$7.03 Million
1.84% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
38,577
shares
|
$7.03 Million
0.35% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
38,536
shares
|
$7.02 Million
1.69% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
38,361
shares
|
$6.99 Million
2.31% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
38,351
shares
|
$6.99 Million
0.05% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
38,333
shares
|
$6.98 Million
2.38% of portfolio
|
Q2 2025
Reduced 45.78%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
38,129
shares
|
$6.95 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
38,050
shares
|
$6.93 Million
0.71% of portfolio
|
Q2 2023
Reduced 12.88%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
37,941
shares
|
$6.91 Million
0.31% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
37,808
shares
|
$6.89 Million
0.51% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
37,716
shares
|
$6.87 Million
2.49% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
37,710
shares
|
$6.87 Million
0.09% of portfolio
|
Q2 2025
Added 45.58%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
37,622
shares
|
$6.85 Million
3.64% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
37,482
shares
|
$6.83 Million
0.45% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
37,321
shares
|
$6.8 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
37,287
shares
|
$6.79 Million
0.59% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
36,729
shares
|
$6.69 Million
2.28% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
36,671
shares
|
$6.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.88%
|