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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
737
shares
|
$134,244
0.01% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
731
shares
|
$133,151
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
707
shares
|
$128,780
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
707
shares
|
$128,780
0.05% of portfolio
|
Q4 2023
Reduced 94.3%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
705
shares
|
$128,415
0.06% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
700
shares
|
$127,505
0.06% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
695
shares
|
$126,594
0.04% of portfolio
|
Q4 2024
Added 40.4%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
688
shares
|
$125,319
0.02% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
684
shares
|
$124,590
0.01% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
678
shares
|
$123,497
0.09% of portfolio
|
Q1 2024
Reduced 73.25%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
677
shares
|
$123,315
0.01% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
660
shares
|
$120,219
0.11% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
656
shares
|
$119,490
0.03% of portfolio
|
Q2 2025
Added 43.86%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
652
shares
|
$118,761
0.06% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
651
shares
|
$118,579
0.01% of portfolio
|
Q2 2025
Added 79.34%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
650
shares
|
$118,397
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
631
shares
|
$114,936
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
627
shares
|
$114,208
0.04% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
624
shares
|
$113,661
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
606
shares
|
$110,382
0.05% of portfolio
|
Q3 2022
Reduced 3.5%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
605
shares
|
$110,200
0.01% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
600
shares
|
$109,290
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
598
shares
|
$108,925
0.03% of portfolio
|
N/A
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
596
shares
|
$108,561
0.02% of portfolio
|
Q4 2022
Added 147.3%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
590
shares
|
$107,468
0.01% of portfolio
|
Q1 2025
Reduced 10.33%
|