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 |
|---|---|---|---|---|---|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,868
shares
|
$2.34 Million
0.38% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
12,863
shares
|
$2.34 Million
1.97% 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%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
12,818
shares
|
$2.33 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
12,788
shares
|
$2.33 Million
0.23% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
12,773
shares
|
$2.33 Million
0.21% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
12,736
shares
|
$2.32 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,723
shares
|
$2.32 Million
0.35% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
12,711
shares
|
$2.32 Million
0.48% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
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
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
12,611
shares
|
$2.3 Million
0.54% 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
|
Aug 04, 2025 Q2 2025 |
12,561
shares
|
$2.29 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
12,556
shares
|
$2.29 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
12,521
shares
|
$2.28 Million
0.11% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
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%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
12,497
shares
|
$2.28 Million
0.09% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
12,472
shares
|
$2.27 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
12,462
shares
|
$2.27 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
12,431
shares
|
$2.26 Million
0.27% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
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%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,387
shares
|
$2.26 Million
0.04% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
12,338
shares
|
$2.25 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
12,256
shares
|
$2.23 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,241
shares
|
$2.23 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.99%
|