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 |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
3,116
shares
|
$567,579
0.31% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
3,110
shares
|
$566,486
0.04% of portfolio
|
Q2 2025
Added 113.45%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
3,106
shares
|
$565,757
0.09% of portfolio
|
Q2 2025
Added 181.6%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
3,106
shares
|
$565,757
0.51% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
3,102
shares
|
$565,029
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
3,102
shares
|
$565,029
0.09% of portfolio
|
Q2 2025
Added 51.39%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
3,101
shares
|
$564,847
0.35% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
3,099
shares
|
$564,482
0.39% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,089
shares
|
$562,661
0.05% of portfolio
|
Q2 2025
Reduced 33.34%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,070
shares
|
$559,200
0.05% of portfolio
|
Q2 2025
Reduced 48.77%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
3,068
shares
|
$558,836
0.08% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
3,065
shares
|
$558,289
0.05% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
3,056
shares
|
$556,650
0.39% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
3,038
shares
|
$553,371
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
3,034
shares
|
$552,643
0.5% of portfolio
|
Q1 2025
Added 164.29%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
3,028
shares
|
$551,550
0.22% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,028
shares
|
$551,550
0.01% of portfolio
|
Q2 2025
Reduced 45.0%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
3,026
shares
|
$551,185
0.28% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,022
shares
|
$550,457
0.05% of portfolio
|
Q4 2021
Added 4.31%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,022
shares
|
$550,457
0.04% of portfolio
|
Q3 2024
Reduced 75.78%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
3,019
shares
|
$549,910
0.4% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,017
shares
|
$549,546
0.38% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,010
shares
|
$548,271
0.13% of portfolio
|
Q1 2024
Reduced 21.59%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,008
shares
|
$547,907
0.31% of portfolio
|
Q4 2023
Reduced 91.62%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
3,008
shares
|
$547,907
0.29% of portfolio
|
Q2 2024
New holding
|