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 |
|---|---|---|---|---|---|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
7,502
shares
|
$1.37 Million
0.78% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,502
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,479
shares
|
$1.36 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
7,454
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 26.02%
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
7,447
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
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%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
7,425
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
7,424
shares
|
$1.35 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
7,419
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.81%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
7,414
shares
|
$1.35 Million
0.59% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
7,335
shares
|
$1.34 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
7,334
shares
|
$1.34 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
7,326
shares
|
$1.33 Million
0.16% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
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%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
7,272
shares
|
$1.32 Million
1.08% of portfolio
|
Q2 2025
Added 79.16%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
7,256
shares
|
$1.32 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
7,255
shares
|
$1.32 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
7,254
shares
|
$1.32 Million
0.32% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,246
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
7,226
shares
|
$1.32 Million
0.13% of portfolio
|
Q2 2025
Reduced 94.34%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
7,207
shares
|
$1.31 Million
1.13% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
7,164
shares
|
$1.3 Million
0.31% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
7,140
shares
|
$1.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
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%
|