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 2,556 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 |
|---|---|---|---|---|---|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
6,832
shares
|
$1.24 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
6,826
shares
|
$1.24 Million
0.19% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
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%
|
|
|
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%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
6,804
shares
|
$1.24 Million
0.31% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
6,774
shares
|
$1.23 Million
0.18% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
6,765
shares
|
$1.23 Million
0.5% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
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%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
6,732
shares
|
$1.23 Million
0.18% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
6,716
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
6,714
shares
|
$1.22 Million
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
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
|
|
|
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 |
May 01, 2025 Q1 2025 |
6,702
shares
|
$1.22 Million
0.24% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
6,672
shares
|
$1.22 Million
0.16% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
6,643
shares
|
$1.21 Million
0.17% of portfolio
|
Q4 2024
Added 59.5%
|
|
|
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%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
6,613
shares
|
$1.2 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
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 |
May 13, 2025 Q1 2025 |
6,539
shares
|
$1.19 Million
0.66% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
6,533
shares
|
$1.19 Million
0.78% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Wexford Capital LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
6,524
shares
|
$1.19 Million
0.35% of portfolio
|
Q1 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,523
shares
|
$1.19 Million
0.03% of portfolio
|
Q1 2025
Added 0.12%
|