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 |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
1,287
shares
|
$234,427
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
1,285
shares
|
$234,062
0.04% of portfolio
|
Q4 2023
Added 655.88%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
1,285
shares
|
$234,062
0.03% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,281
shares
|
$233,334
0.04% of portfolio
|
Q3 2024
Reduced 56.24%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
1,280
shares
|
$233,152
0.12% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
1,273
shares
|
$231,876
0.01% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
1,271
shares
|
$231,512
0.1% of portfolio
|
Q1 2025
Added 18.12%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
1,269
shares
|
$231,148
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
1,269
shares
|
$231,148
0.21% of portfolio
|
Q1 2025
Added 20.28%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
1,267
shares
|
$230,784
0.14% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
1,261
shares
|
$229,691
0.12% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
1,259
shares
|
$229,326
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
1,257
shares
|
$228,962
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,256
shares
|
$228,780
0.08% of portfolio
|
Q1 2025
Reduced 80.7%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
1,254
shares
|
$228,416
0.01% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,252
shares
|
$228,051
0.08% of portfolio
|
Q4 2024
Reduced 10.57%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
1,251
shares
|
$227,869
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
1,248
shares
|
$227,323
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
1,245
shares
|
$226,776
0.04% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,242
shares
|
$226,230
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
1,241
shares
|
$226,048
0.06% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
1,239
shares
|
$225,683
0.05% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,239
shares
|
$225,683
0.13% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,231
shares
|
$224,226
0.04% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
1,229
shares
|
$223,862
0.11% of portfolio
|
Q2 2025
New holding
|