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 |
|---|---|---|---|---|---|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
6,768
shares
|
$1.23 Million
0.44% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
6,765
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
6,742
shares
|
$1.23 Million
0.31% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
6,742
shares
|
$1.23 Million
0.8% of portfolio
|
Q2 2025
Added 11524.14%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
6,732
shares
|
$1.23 Million
0.18% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
6,715
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
6,714
shares
|
$1.22 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
6,711
shares
|
$1.22 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,704
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,701
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
6,686
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
6,646
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 73.21%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,627
shares
|
$1.21 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
6,625
shares
|
$1.21 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
6,622
shares
|
$1.21 Million
0.76% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
6,613
shares
|
$1.2 Million
0.72% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
6,582
shares
|
$1.2 Million
0.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
6,580
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.99%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
6,576
shares
|
$1.2 Million
0.57% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
6,553
shares
|
$1.19 Million
0.21% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
6,541
shares
|
$1.19 Million
0.96% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,524
shares
|
$1.19 Million
0.38% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,508
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
6,490
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
6,489
shares
|
$1.18 Million
0.24% of portfolio
|
Q1 2024
Added 200.0%
|