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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,490
shares
|
$635,703
0.24% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
3,487
shares
|
$635,157
0.03% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
3,481
shares
|
$634,064
0.06% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
3,481
shares
|
$634,064
0.03% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
3,476
shares
|
$633,153
0.07% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
3,471
shares
|
$632,242
0.01% of portfolio
|
Q2 2025
Added 22.3%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
3,471
shares
|
$632,242
0.17% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
3,461
shares
|
$630,421
0.08% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,459
shares
|
$630,056
0.11% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
3,459
shares
|
$630,056
0.14% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
3,457
shares
|
$629,692
0.18% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
3,449
shares
|
$628,235
0.45% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,448
shares
|
$628,053
0.06% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
3,443
shares
|
$627,142
0.34% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
3,440
shares
|
$626,596
0.4% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,436
shares
|
$625,867
0.17% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
3,434
shares
|
$625,503
0.36% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
3,425
shares
|
$623,863
0.07% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
3,422
shares
|
$623,317
0.61% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
3,415
shares
|
$622,042
0.31% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
3,401
shares
|
$619,492
0.08% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
3,394
shares
|
$618,217
0.09% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
3,388
shares
|
$617,124
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,382
shares
|
$616,031
0.01% of portfolio
|
Q2 2022
Reduced 2.22%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
3,373
shares
|
$614,391
0.27% of portfolio
|
Q2 2025
Added 3.02%
|