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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
6,521
shares
|
$1.19 Million
0.21% of portfolio
|
Q4 2024
Reduced 22.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,509
shares
|
$1.19 Million
0.12% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
6,508
shares
|
$1.19 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
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%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,479
shares
|
$1.18 Million
0.17% of portfolio
|
Q4 2022
Reduced 16.79%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
6,437
shares
|
$1.17 Million
0.57% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
6,413
shares
|
$1.17 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
6,405
shares
|
$1.17 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
6,379
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
6,364
shares
|
$1.16 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
6,354
shares
|
$1.16 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
6,343
shares
|
$1.16 Million
0.69% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
6,336
shares
|
$1.15 Million
0.4% of portfolio
|
Q3 2022
Reduced 6.59%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
6,304
shares
|
$1.15 Million
0.23% of portfolio
|
Q2 2022
Added 3.02%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
6,300
shares
|
$1.15 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
6,275
shares
|
$1.14 Million
0.22% of portfolio
|
Q1 2024
Added 72.91%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
6,272
shares
|
$1.14 Million
0.11% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
6,266
shares
|
$1.14 Million
0.31% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
6,263
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 67.06%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
6,252
shares
|
$1.14 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
6,248
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
6,232
shares
|
$1.14 Million
0.12% of portfolio
|
Q1 2025
Added 42.71%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
6,231
shares
|
$1.13 Million
0.75% of portfolio
|
Q4 2022
Reduced 4.84%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
6,220
shares
|
$1.13 Million
0.99% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,219
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2022
Added 16.85%
|