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 2,559 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 |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
7,903
shares
|
$1.44 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
7,865
shares
|
$1.43 Million
1.32% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
7,860
shares
|
$1.43 Million
2.06% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
7,832
shares
|
$1.43 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
7,831
shares
|
$1.43 Million
1.24% of portfolio
|
Q3 2024
Added 79.28%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
7,828
shares
|
$1.43 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
7,777
shares
|
$1.42 Million
1.36% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
7,738
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,722
shares
|
$1.41 Million
0.65% of portfolio
|
Q2 2025
Added 31.19%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
7,715
shares
|
$1.41 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
7,691
shares
|
$1.4 Million
0.9% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
7,677
shares
|
$1.4 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
7,669
shares
|
$1.4 Million
0.15% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
7,662
shares
|
$1.4 Million
0.27% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,602
shares
|
$1.38 Million
0.24% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
7,602
shares
|
$1.38 Million
0.27% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,582
shares
|
$1.38 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
7,559
shares
|
$1.38 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
7,514
shares
|
$1.37 Million
0.06% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
7,512
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
7,502
shares
|
$1.37 Million
0.87% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
7,496
shares
|
$1.37 Million
1.1% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,479
shares
|
$1.36 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
7,449
shares
|
$1.36 Million
1.9% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
7,440
shares
|
$1.36 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.67%
|