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 2,552 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
3,008
shares
|
$547,907
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
3,000
shares
|
$546,450
0.27% of portfolio
|
Q3 2021
New holding
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,999
shares
|
$546,267
0.08% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
2,996
shares
|
$545,721
0.22% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
2,995
shares
|
$545,539
0.3% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,982
shares
|
$543,171
0.02% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
2,980
shares
|
$542,807
0.14% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
2,964
shares
|
$539,892
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
2,955
shares
|
$538,253
0.11% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
2,955
shares
|
$538,253
0.04% of portfolio
|
Q1 2025
Added 97.0%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
2,954
shares
|
$538,071
0.12% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,944
shares
|
$536,249
0.08% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
2,943
shares
|
$536,067
0.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,941
shares
|
$535,703
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,941
shares
|
$535,703
0.33% of portfolio
|
Q2 2024
Reduced 71.84%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,940
shares
|
$535,521
0.06% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
2,939
shares
|
$535,338
0.19% of portfolio
|
Q1 2025
Added 25.01%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
2,919
shares
|
$531,695
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
2,917
shares
|
$531,331
0.28% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
2,907
shares
|
$529,510
0.51% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
2,904
shares
|
$528,963
0.07% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
2,900
shares
|
$528,235
0.02% of portfolio
|
Q1 2025
Reduced 40.46%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
2,891
shares
|
$526,595
0.31% of portfolio
|
Q4 2024
Added 98.56%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
2,885
shares
|
$525,502
0.09% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
2,882
shares
|
$524,956
0.01% of portfolio
|
Q1 2025
Reduced 20.06%
|