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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,938
shares
|
$899,456
0.01% of portfolio
|
Q3 2024
Added 57.66%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,937
shares
|
$899,274
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
4,926
shares
|
$897,270
0.17% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
4,920
shares
|
$896,178
0.07% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,899
shares
|
$892,352
0.22% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
4,868
shares
|
$886,706
1.07% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
4,865
shares
|
$886,159
0.97% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,863
shares
|
$885,795
0.19% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
4,855
shares
|
$884,338
0.15% of portfolio
|
Q1 2025
Reduced 68.62%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
4,854
shares
|
$884,156
0.08% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
4,842
shares
|
$881,970
0.07% of portfolio
|
Q1 2025
Added 50.89%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
4,828
shares
|
$879,420
0.07% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
4,828
shares
|
$879,420
0.88% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,813
shares
|
$876,687
0.06% of portfolio
|
Q3 2022
Added 4.49%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,808
shares
|
$875,777
0.12% of portfolio
|
Q2 2024
Reduced 40.63%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
4,798
shares
|
$873,955
0.04% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,795
shares
|
$873,409
0.02% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
4,781
shares
|
$870,859
0.01% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
4,780
shares
|
$870,677
0.16% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
4,779
shares
|
$870,494
0.3% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,760
shares
|
$867,034
0.05% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
4,743
shares
|
$863,937
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
4,733
shares
|
$862,115
0.02% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
4,723
shares
|
$860,294
0.59% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,719
shares
|
$859,565
0.12% of portfolio
|
Q2 2025
Added 0.15%
|