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 2,578 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 |
|---|---|---|---|---|---|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
160,878
shares
|
$29.3 Million
6.08% of portfolio
|
Q2 2022
Reduced 1.86%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
160,228
shares
|
$29.2 Million
0.2% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jul 25, 2025 Q2 2025 |
160,058
shares
|
$29.2 Million
13.18% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
158,241
shares
|
$28.8 Million
9.99% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
156,340
shares
|
$28.5 Million
0.14% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
155,143
shares
|
$28.3 Million
1.22% of portfolio
|
Q2 2023
Added 10.31%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
152,102
shares
|
$27.7 Million
0.39% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
150,712
shares
|
$27.5 Million
3.81% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
149,861
shares
|
$27.3 Million
3.22% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
149,244
shares
|
$27.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
148,913
shares
|
$27.1 Million
0.85% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
148,029
shares
|
$27 Million
10.33% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
147,516
shares
|
$26.9 Million
11.64% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
146,012
shares
|
$26.6 Million
3.76% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
145,259
shares
|
$26.5 Million
5.57% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
143,685
shares
|
$26.2 Million
0.06% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
143,351
shares
|
$26.1 Million
4.62% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
141,553
shares
|
$25.8 Million
6.31% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
138,385
shares
|
$25.2 Million
2.03% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
138,197
shares
|
$25.2 Million
1.74% of portfolio
|
Q2 2025
Added 12054.53%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
134,724
shares
|
$24.5 Million
4.12% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
134,696
shares
|
$24.5 Million
4.77% of portfolio
|
Q1 2024
Added 3.26%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
133,496
shares
|
$24.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
133,018
shares
|
$24.2 Million
9.28% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
132,545
shares
|
$24.1 Million
0.35% of portfolio
|
Q2 2025
Added 1.93%
|