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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
12,999
shares
|
$2.37 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
12,923
shares
|
$2.35 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
12,898
shares
|
$2.35 Million
0.16% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,878
shares
|
$2.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.48%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
12,868
shares
|
$2.34 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
12,863
shares
|
$2.34 Million
1.95% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
12,862
shares
|
$2.34 Million
0.24% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
12,805
shares
|
$2.33 Million
0.48% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
12,790
shares
|
$2.33 Million
0.1% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
12,760
shares
|
$2.32 Million
0.23% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
12,741
shares
|
$2.32 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,723
shares
|
$2.32 Million
0.35% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
12,706
shares
|
$2.31 Million
0.34% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
12,663
shares
|
$2.31 Million
1.1% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
12,627
shares
|
$2.3 Million
2.18% of portfolio
|
Q2 2025
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
12,614
shares
|
$2.3 Million
0.2% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
12,611
shares
|
$2.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
12,574
shares
|
$2.29 Million
0.38% of portfolio
|
Q3 2023
Reduced 6.64%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
12,570
shares
|
$2.29 Million
0.86% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
12,547
shares
|
$2.29 Million
2.45% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
12,526
shares
|
$2.28 Million
3.22% of portfolio
|
Q1 2025
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
12,508
shares
|
$2.28 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
12,473
shares
|
$2.27 Million
1.06% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
12,443
shares
|
$2.27 Million
0.61% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
12,408
shares
|
$2.26 Million
0.44% of portfolio
|
Q2 2025
Added 0.27%
|