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 2,558 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 |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
7,440
shares
|
$1.36 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
7,424
shares
|
$1.35 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
7,422
shares
|
$1.35 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
7,414
shares
|
$1.35 Million
0.59% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
7,399
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.96%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
7,334
shares
|
$1.34 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
7,332
shares
|
$1.34 Million
0.47% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
7,327
shares
|
$1.33 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
7,300
shares
|
$1.33 Million
0.14% of portfolio
|
Q1 2025
Reduced 62.48%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
7,282
shares
|
$1.33 Million
1.21% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7,267
shares
|
$1.32 Million
0.06% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
7,255
shares
|
$1.32 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
7,224
shares
|
$1.32 Million
0.13% of portfolio
|
Q1 2025
Added 54.52%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
7,224
shares
|
$1.32 Million
0.35% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
7,212
shares
|
$1.31 Million
0.75% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
7,207
shares
|
$1.31 Million
1.32% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
7,191
shares
|
$1.31 Million
0.87% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,190
shares
|
$1.31 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
7,146
shares
|
$1.3 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,140
shares
|
$1.3 Million
0.4% of portfolio
|
Q1 2023
Added 1.42%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
7,099
shares
|
$1.29 Million
0.26% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
7,076
shares
|
$1.29 Million
0.34% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,051
shares
|
$1.28 Million
0.38% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
7,042
shares
|
$1.28 Million
0.15% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
7,030
shares
|
$1.28 Million
0.95% of portfolio
|
Q1 2025
Reduced 6.42%
|