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 |
|---|---|---|---|---|---|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
3,001
shares
|
$546,632
0.14% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
3,001
shares
|
$546,632
0.1% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
3,000
shares
|
$546,450
0.27% of portfolio
|
Q3 2021
New holding
|
|
|
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 |
Jul 17, 2025 Q2 2025 |
2,995
shares
|
$545,539
0.28% 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%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
2,980
shares
|
$542,807
0.01% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
2,969
shares
|
$540,803
0.12% of portfolio
|
Q2 2025
Added 70.73%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,958
shares
|
$538,799
0.1% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
2,955
shares
|
$538,253
0.1% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
2,955
shares
|
$538,253
0.04% of portfolio
|
Q1 2025
Added 97.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
2,954
shares
|
$538,071
0.28% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,950
shares
|
$537,342
0.03% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
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
|
Jul 31, 2025 Q2 2025 |
2,943
shares
|
$536,067
0.1% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,941
shares
|
$535,703
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
2,941
shares
|
$535,703
0.02% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
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%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
2,940
shares
|
$535,521
0.02% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,940
shares
|
$535,521
0.06% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
2,911
shares
|
$530,238
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
2,907
shares
|
$529,510
0.44% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
2,896
shares
|
$527,506
0.03% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
2,885
shares
|
$525,502
0.09% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,879
shares
|
$524,409
0.07% of portfolio
|
Q2 2025
Reduced 0.86%
|