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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
6,210
shares
|
$1.13 Million
1.65% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
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 |
May 15, 2025 Q1 2025 |
6,188
shares
|
$1.13 Million
0.33% 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%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
6,175
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
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%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
6,135
shares
|
$1.12 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
6,125
shares
|
$1.12 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
6,115
shares
|
$1.11 Million
0.53% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
6,111
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2024
Reduced 19.5%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
6,094
shares
|
$1.11 Million
1.46% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
6,094
shares
|
$1.11 Million
0.19% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
6,086
shares
|
$1.11 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
6,040
shares
|
$1.1 Million
0.6% of portfolio
|
Q2 2021
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
6,005
shares
|
$1.09 Million
0.15% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
5,992
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
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%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,985
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
5,964
shares
|
$1.09 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.03%
|