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 |
|---|---|---|---|---|---|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
3,760
shares
|
$684,884
0.05% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
3,741
shares
|
$681,423
0.32% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
3,736
shares
|
$680,512
0.35% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Aug 05, 2025 Q2 2025 |
3,730
shares
|
$679,419
0.76% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,714
shares
|
$676,505
0.04% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
3,705
shares
|
$674,865
0.06% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
3,702
shares
|
$674,319
0.22% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
3,700
shares
|
$673,955
0.58% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
3,697
shares
|
$673,408
0.23% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,696
shares
|
$673,226
0.18% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,694
shares
|
$672,862
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
3,673
shares
|
$669,036
0.58% of portfolio
|
Q1 2025
Added 65.67%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
3,672
shares
|
$668,854
0.1% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jul 29, 2025 Q2 2025 |
3,671
shares
|
$668,672
0.6% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
3,668
shares
|
$668,126
0.08% of portfolio
|
Q1 2025
Reduced 49.86%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,667
shares
|
$667,944
0.14% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,652
shares
|
$665,211
0.04% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,652
shares
|
$665,211
0.06% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
3,652
shares
|
$665,211
0.04% of portfolio
|
Q2 2025
Reduced 27.95%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
3,650
shares
|
$664,847
0.04% of portfolio
|
Q1 2025
Added 104.48%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,635
shares
|
$662,115
0.16% of portfolio
|
Q4 2023
Reduced 1.36%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
3,632
shares
|
$661,568
0.27% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
3,629
shares
|
$661,022
0.06% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,623
shares
|
$659,929
0.08% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,622
shares
|
$659,747
0.05% of portfolio
|
Q2 2025
Added 18.02%
|