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 |
|---|---|---|---|---|---|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,639
shares
|
$480,693
0.05% of portfolio
|
Q2 2025
Added 33.15%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
2,638
shares
|
$480,511
0.27% of portfolio
|
Q2 2025
Added 117.48%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
2,636
shares
|
$480,147
0.04% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,620
shares
|
$477,233
0.03% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
2,619
shares
|
$477,050
0.02% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,614
shares
|
$476,140
0.23% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
2,611
shares
|
$475,593
0.07% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
2,607
shares
|
$474,865
0.04% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
2,589
shares
|
$471,586
0.1% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
2,589
shares
|
$471,586
0.34% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
2,586
shares
|
$471,039
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,582
shares
|
$470,311
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
2,580
shares
|
$469,947
0.28% of portfolio
|
Q2 2025
Reduced 21.41%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,575
shares
|
$469,036
0.09% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,575
shares
|
$469,036
0.08% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
2,575
shares
|
$469,036
0.0% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
2,570
shares
|
$468,125
0.2% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,568
shares
|
$467,761
0.1% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
2,556
shares
|
$465,575
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
2,550
shares
|
$464,482
0.48% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
2,548
shares
|
$464,118
0.06% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,548
shares
|
$464,118
0.17% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
2,546
shares
|
$463,753
0.04% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
2,540
shares
|
$462,661
0.06% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
2,536
shares
|
$461,932
0.25% of portfolio
|
Q1 2025
Added 10.69%
|