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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
15,685
shares
|
$2.86 Million
0.12% of portfolio
|
Q1 2025
Added 36.28%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
15,518
shares
|
$2.83 Million
0.14% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
15,488
shares
|
$2.82 Million
0.12% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
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%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
15,448
shares
|
$2.81 Million
1.39% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
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%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
15,391
shares
|
$2.8 Million
0.08% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
15,270
shares
|
$2.78 Million
1.1% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
15,260
shares
|
$2.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
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%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
15,100
shares
|
$2.75 Million
0.14% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
15,084
shares
|
$2.75 Million
0.1% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
14,939
shares
|
$2.72 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,912
shares
|
$2.72 Million
1.02% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
14,869
shares
|
$2.71 Million
0.2% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
14,861
shares
|
$2.71 Million
0.97% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
14,843
shares
|
$2.7 Million
0.07% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
14,834
shares
|
$2.7 Million
2.29% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
14,833
shares
|
$2.7 Million
0.31% of portfolio
|
Q1 2025
Reduced 48.39%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
14,821
shares
|
$2.7 Million
0.21% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
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%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
14,685
shares
|
$2.67 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
14,657
shares
|
$2.67 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
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%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
14,634
shares
|
$2.67 Million
0.42% of portfolio
|
Q1 2025
Added 0.32%
|