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 2,579 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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,951
shares
|
$719,674
0.03% of portfolio
|
Q2 2025
Added 16.17%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,946
shares
|
$718,763
0.02% of portfolio
|
Q2 2025
Added 84.57%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
3,943
shares
|
$718,217
0.17% of portfolio
|
Q2 2023
Added 7.79%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,941
shares
|
$717,853
0.09% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
3,937
shares
|
$717,124
0.49% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
3,933
shares
|
$716,395
0.48% of portfolio
|
Q2 2025
Reduced 28.62%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,923
shares
|
$714,574
0.24% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,888
shares
|
$708,199
0.05% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,878
shares
|
$706,377
0.04% of portfolio
|
Q2 2022
Reduced 20.17%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
3,870
shares
|
$704,920
0.09% of portfolio
|
Q1 2025
Reduced 79.86%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
3,855
shares
|
$702,188
0.58% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,853
shares
|
$701,823
0.05% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
3,846
shares
|
$700,548
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
3,829
shares
|
$697,452
0.29% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
3,828
shares
|
$697,270
0.34% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
3,823
shares
|
$696,359
0.01% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,822
shares
|
$696,177
0.02% of portfolio
|
Q4 2023
Added 1.33%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,814
shares
|
$694,720
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
3,811
shares
|
$694,173
0.02% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
3,799
shares
|
$691,987
0.06% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
3,797
shares
|
$691,623
0.04% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,784
shares
|
$689,255
0.73% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
3,770
shares
|
$686,705
0.03% of portfolio
|
Q2 2025
Added 53.0%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
3,768
shares
|
$686,341
0.81% of portfolio
|
Q2 2025
Reduced 53.35%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,762
shares
|
$685,248
0.06% of portfolio
|
Q1 2025
Added 3.19%
|