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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
14,560
shares
|
$2.65 Million
0.1% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
14,535
shares
|
$2.65 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
14,470
shares
|
$2.64 Million
0.5% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
14,428
shares
|
$2.63 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,424
shares
|
$2.63 Million
0.16% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
14,424
shares
|
$2.63 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
14,420
shares
|
$2.63 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
14,301
shares
|
$2.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
14,297
shares
|
$2.6 Million
0.49% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
14,251
shares
|
$2.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
14,183
shares
|
$2.58 Million
1.33% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
14,166
shares
|
$2.58 Million
0.09% of portfolio
|
Q2 2025
Added 30.13%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
14,146
shares
|
$2.58 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
14,142
shares
|
$2.58 Million
2.45% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
14,105
shares
|
$2.57 Million
0.3% of portfolio
|
Q2 2025
Added 229.94%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
14,052
shares
|
$2.56 Million
6.17% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
14,002
shares
|
$2.55 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
13,930
shares
|
$2.54 Million
0.17% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
13,855
shares
|
$2.52 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
13,807
shares
|
$2.51 Million
0.87% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
13,791
shares
|
$2.51 Million
0.15% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
13,683
shares
|
$2.49 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
13,615
shares
|
$2.48 Million
0.5% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
13,596
shares
|
$2.48 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
13,584
shares
|
$2.47 Million
0.29% of portfolio
|
Q2 2025
Added 28.87%
|