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 |
|---|---|---|---|---|---|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
2,767
shares
|
$504,009
0.17% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
2,760
shares
|
$502,734
0.24% of portfolio
|
Q2 2025
Added 91.53%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
2,757
shares
|
$502,187
0.16% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
2,752
shares
|
$501,276
0.19% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
2,741
shares
|
$499,273
0.15% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
2,736
shares
|
$498,362
0.37% of portfolio
|
Q1 2025
Added 28.09%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
2,729
shares
|
$497,087
0.16% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,729
shares
|
$497,087
0.23% of portfolio
|
Q2 2025
Reduced 19.02%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
2,708
shares
|
$493,262
0.24% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,708
shares
|
$493,262
0.17% of portfolio
|
Q3 2022
Added 65.63%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
2,708
shares
|
$493,262
0.53% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
2,704
shares
|
$492,533
0.18% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
2,700
shares
|
$491,805
0.02% of portfolio
|
Q2 2025
Reduced 63.15%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
2,698
shares
|
$491,440
0.46% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
2,687
shares
|
$489,437
0.11% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,681
shares
|
$488,344
0.13% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,677
shares
|
$487,615
0.1% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,667
shares
|
$485,794
0.07% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
2,662
shares
|
$484,883
0.09% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
2,662
shares
|
$484,883
0.3% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,658
shares
|
$484,154
0.22% of portfolio
|
Q4 2024
Added 28.65%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,653
shares
|
$483,243
0.17% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,650
shares
|
$482,697
0.36% of portfolio
|
Q3 2024
Reduced 34.44%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
2,644
shares
|
$481,604
0.03% of portfolio
|
Q1 2025
Reduced 13.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,642
shares
|
$481,240
0.17% of portfolio
|
Q1 2023
Added 2.88%
|