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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
9,569
shares
|
$1.74 Million
0.49% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
9,500
shares
|
$1.73 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
9,485
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
9,471
shares
|
$1.73 Million
0.3% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
9,456
shares
|
$1.72 Million
0.03% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
9,442
shares
|
$1.72 Million
0.91% of portfolio
|
Q2 2025
Added 30.92%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
9,420
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
9,392
shares
|
$1.71 Million
0.43% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
9,354
shares
|
$1.7 Million
0.24% of portfolio
|
Q2 2025
Added 134.79%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,353
shares
|
$1.7 Million
0.53% of portfolio
|
Q2 2022
Added 13.26%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
9,337
shares
|
$1.7 Million
0.14% of portfolio
|
Q2 2025
Added 95.95%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,323
shares
|
$1.7 Million
0.16% of portfolio
|
Q4 2023
Reduced 16.68%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
9,210
shares
|
$1.68 Million
1.78% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
9,196
shares
|
$1.68 Million
0.34% of portfolio
|
Q2 2025
Reduced 28.18%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
9,170
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,167
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 37.46%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
9,143
shares
|
$1.67 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
9,115
shares
|
$1.66 Million
1.39% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
9,114
shares
|
$1.66 Million
0.47% of portfolio
|
Q2 2025
Added 22.35%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
9,080
shares
|
$1.65 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,046
shares
|
$1.65 Million
0.52% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
9,031
shares
|
$1.64 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
8,935
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
8,934
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Reduced 97.73%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
8,910
shares
|
$1.62 Million
0.68% of portfolio
|
Q2 2025
Added 66.14%
|