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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
15,586
shares
|
$2.84 Million
0.12% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
15,520
shares
|
$2.83 Million
0.07% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
15,484
shares
|
$2.82 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
15,471
shares
|
$2.82 Million
2.08% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
15,459
shares
|
$2.82 Million
1.03% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
15,449
shares
|
$2.81 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
15,448
shares
|
$2.81 Million
1.39% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
15,443
shares
|
$2.81 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
15,408
shares
|
$2.81 Million
2.25% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
15,259
shares
|
$2.78 Million
1.3% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
15,175
shares
|
$2.76 Million
2.11% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
15,120
shares
|
$2.75 Million
0.37% of portfolio
|
Q2 2024
Added 769.47%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
15,032
shares
|
$2.74 Million
0.07% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
14,981
shares
|
$2.73 Million
1.79% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
14,956
shares
|
$2.72 Million
0.48% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
14,941
shares
|
$2.72 Million
0.28% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,912
shares
|
$2.72 Million
1.02% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
14,912
shares
|
$2.72 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
14,861
shares
|
$2.71 Million
0.97% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
14,819
shares
|
$2.7 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
14,815
shares
|
$2.7 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
14,685
shares
|
$2.67 Million
0.12% of portfolio
|
Q2 2025
Added 203.28%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
14,638
shares
|
$2.67 Million
0.2% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
14,609
shares
|
$2.66 Million
1.17% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
14,585
shares
|
$2.66 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.33%
|