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 |
|---|---|---|---|---|---|
|
Mad River Investors
|
Jul 08, 2025 Q2 2025 |
6,200
shares
|
$1.13 Million
0.57% of portfolio
|
Q1 2025
Reduced 31.61%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
6,188
shares
|
$1.13 Million
0.31% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
6,186
shares
|
$1.13 Million
2.78% of portfolio
|
Q2 2025
Added 36.62%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,183
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
6,183
shares
|
$1.13 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,172
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2022
Added 2.17%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
6,148
shares
|
$1.12 Million
0.58% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
6,147
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
6,144
shares
|
$1.12 Million
0.21% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
6,122
shares
|
$1.12 Million
0.56% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
6,109
shares
|
$1.11 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
6,097
shares
|
$1.11 Million
0.49% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,086
shares
|
$1.11 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
6,050
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Added 228.09%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
6,045
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 91.57%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
6,040
shares
|
$1.1 Million
0.6% of portfolio
|
Q2 2021
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
6,034
shares
|
$1.1 Million
0.23% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
6,030
shares
|
$1.1 Million
1.04% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
6,024
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Added 47.86%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
6,022
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
6,018
shares
|
$1.1 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
6,006
shares
|
$1.09 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
6,004
shares
|
$1.09 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
6,001
shares
|
$1.09 Million
0.73% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
5,985
shares
|
$1.09 Million
0.65% of portfolio
|
Q2 2024
Reduced 7.52%
|