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 |
|---|---|---|---|---|---|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,256
shares
|
$957,380
0.87% of portfolio
|
Q4 2022
Reduced 10.52%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
5,238
shares
|
$954,101
0.14% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
5,228
shares
|
$952,280
0.5% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
5,210
shares
|
$949,001
0.32% of portfolio
|
Q1 2025
Added 20.66%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
5,203
shares
|
$947,726
0.14% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,193
shares
|
$945,904
0.3% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
5,178
shares
|
$943,172
0.14% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
5,168
shares
|
$941,351
0.16% of portfolio
|
Q1 2025
Added 16.27%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,156
shares
|
$939,165
0.03% of portfolio
|
Q1 2023
Reduced 3.45%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,148
shares
|
$937,708
0.25% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,134
shares
|
$935,158
0.37% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
5,116
shares
|
$931,879
0.41% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
5,105
shares
|
$929,875
0.92% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
5,075
shares
|
$924,411
0.19% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,075
shares
|
$924,411
0.13% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,055
shares
|
$920,768
0.26% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
5,052
shares
|
$920,221
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,041
shares
|
$918,218
0.17% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
5,022
shares
|
$914,757
0.07% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
5,008
shares
|
$912,207
0.33% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
4,995
shares
|
$909,839
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
4,971
shares
|
$905,467
0.11% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
4,969
shares
|
$905,103
0.21% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
4,966
shares
|
$904,556
0.21% of portfolio
|
Q1 2025
Reduced 56.28%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
4,946
shares
|
$900,913
0.35% of portfolio
|
Q2 2025
Added 0.82%
|