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 2,556 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
25,945
shares
|
$4.73 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
25,906
shares
|
$4.72 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
25,790
shares
|
$4.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
25,632
shares
|
$4.67 Million
1.86% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
25,632
shares
|
$4.67 Million
0.28% of portfolio
|
Q1 2025
Added 515.86%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
25,631
shares
|
$4.67 Million
1.86% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
25,596
shares
|
$4.66 Million
2.07% of portfolio
|
Q2 2022
Reduced 71.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
25,450
shares
|
$4.64 Million
0.4% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
25,427
shares
|
$4.63 Million
1.13% of portfolio
|
Q4 2022
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
25,337
shares
|
$4.62 Million
2.13% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
25,217
shares
|
$4.59 Million
2.91% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
25,216
shares
|
$4.59 Million
1.22% of portfolio
|
Q1 2025
Reduced 23.18%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
25,150
shares
|
$4.58 Million
1.77% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
25,130
shares
|
$4.58 Million
1.15% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
25,103
shares
|
$4.57 Million
0.15% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
25,022
shares
|
$4.56 Million
4.1% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
24,958
shares
|
$4.55 Million
0.99% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
24,832
shares
|
$4.52 Million
0.72% of portfolio
|
Q1 2025
Reduced 49.97%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
24,659
shares
|
$4.49 Million
5.09% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
24,518
shares
|
$4.47 Million
1.24% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
24,491
shares
|
$4.46 Million
0.69% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
24,480
shares
|
$4.46 Million
1.94% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
24,459
shares
|
$4.46 Million
4.29% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
24,321
shares
|
$4.43 Million
0.91% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
24,038
shares
|
$4.38 Million
0.49% of portfolio
|
Q1 2025
Added 0.02%
|