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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
4,771
shares
|
$869,037
0.19% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
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 |
Aug 05, 2025 Q2 2025 |
4,743
shares
|
$863,937
0.05% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
4,735
shares
|
$862,480
0.06% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,719
shares
|
$859,565
0.12% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
4,715
shares
|
$858,837
0.1% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
4,711
shares
|
$858,108
0.02% of portfolio
|
Q2 2025
Added 23.75%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,710
shares
|
$857,926
0.22% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
4,710
shares
|
$857,926
0.36% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
4,702
shares
|
$856,469
0.14% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
4,698
shares
|
$855,740
0.11% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
4,690
shares
|
$854,283
0.02% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
4,689
shares
|
$854,101
0.06% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
4,683
shares
|
$853,008
0.71% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
4,679
shares
|
$852,279
0.1% of portfolio
|
Q1 2025
Added 333.64%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,664
shares
|
$849,547
0.17% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,658
shares
|
$848,454
0.71% of portfolio
|
Q2 2022
Added 12.35%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,627
shares
|
$842,808
0.03% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
4,622
shares
|
$841,897
0.18% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,572
shares
|
$832,789
0.32% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
4,567
shares
|
$831,879
0.19% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
4,556
shares
|
$829,875
0.16% of portfolio
|
Q3 2023
Added 0.77%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,554
shares
|
$829,511
0.11% of portfolio
|
Q2 2025
Reduced 24.16%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
4,554
shares
|
$829,511
0.39% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
4,546
shares
|
$828,053
0.01% of portfolio
|
Q2 2025
Added 57.74%
|