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 |
|---|---|---|---|---|---|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
31,469
shares
|
$5.73 Million
3.03% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
31,355
shares
|
$5.71 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
31,256
shares
|
$5.69 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,014
shares
|
$5.65 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
30,987
shares
|
$5.64 Million
1.61% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
30,931
shares
|
$5.63 Million
1.37% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
30,825
shares
|
$5.61 Million
0.63% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
30,824
shares
|
$5.61 Million
2.68% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
30,782
shares
|
$5.61 Million
0.17% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
30,777
shares
|
$5.61 Million
5.01% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
30,750
shares
|
$5.6 Million
0.52% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
30,586
shares
|
$5.57 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
30,484
shares
|
$5.55 Million
0.24% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
30,298
shares
|
$5.52 Million
4.65% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
30,268
shares
|
$5.51 Million
0.57% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
30,255
shares
|
$5.51 Million
1.62% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
30,254
shares
|
$5.51 Million
2.12% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
30,192
shares
|
$5.5 Million
1.85% of portfolio
|
Q4 2022
Reduced 99.34%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
29,789
shares
|
$5.43 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
29,697
shares
|
$5.41 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
29,546
shares
|
$5.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
29,465
shares
|
$5.37 Million
1.9% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
29,459
shares
|
$5.37 Million
1.4% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
29,368
shares
|
$5.35 Million
1.88% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
29,245
shares
|
$5.33 Million
3.41% of portfolio
|
Q2 2025
Reduced 3.12%
|