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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
7,075
shares
|
$1.29 Million
0.47% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
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%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
7,049
shares
|
$1.28 Million
0.14% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
7,016
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
7,002
shares
|
$1.28 Million
0.24% of portfolio
|
Q2 2025
Added 19.94%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,995
shares
|
$1.27 Million
0.71% of portfolio
|
Q4 2023
Reduced 4.15%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
6,994
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
6,976
shares
|
$1.27 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
6,968
shares
|
$1.27 Million
1.44% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
6,950
shares
|
$1.27 Million
0.75% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
6,941
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
6,940
shares
|
$1.26 Million
0.2% of portfolio
|
Q4 2023
Reduced 4.43%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
6,928
shares
|
$1.26 Million
0.77% of portfolio
|
Q2 2025
Added 146.64%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
6,909
shares
|
$1.26 Million
0.46% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,900
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 75.17%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,890
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2022
Reduced 2.13%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
6,874
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
6,874
shares
|
$1.25 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
6,870
shares
|
$1.25 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
6,836
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2025
Reduced 25.64%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
6,823
shares
|
$1.24 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
6,821
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,817
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
6,814
shares
|
$1.24 Million
0.3% of portfolio
|
Q2 2025
Added 0.61%
|