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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
586
shares
|
$106,739
0.02% of portfolio
|
Q1 2025
Reduced 32.33%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
576
shares
|
$104,918
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
557
shares
|
$101,457
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
545
shares
|
$99,271
0.01% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
540
shares
|
$98,361
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
517
shares
|
$94,171
0.06% of portfolio
|
Q3 2019
Added 13.88%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
515
shares
|
$93,807
0.02% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
511
shares
|
$93,078
0.01% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
500
shares
|
$91,075
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
495
shares
|
$90,164
0.03% of portfolio
|
Q2 2025
Reduced 40.43%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
494
shares
|
$89,982
0.02% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
473
shares
|
$86,156
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
472
shares
|
$85,974
0.03% of portfolio
|
Q2 2025
Added 758.18%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
465
shares
|
$84,699
0.0% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
455
shares
|
$82,878
0.05% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
447
shares
|
$81,421
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
442
shares
|
$80,510
0.01% of portfolio
|
Q1 2025
Added 452.5%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
440
shares
|
$80,146
0.01% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
436
shares
|
$79,417
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
421
shares
|
$76,685
0.02% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
414
shares
|
$75,410
0.03% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
414
shares
|
$75,410
0.06% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
412
shares
|
$75,045
0.01% of portfolio
|
Q2 2025
Reduced 36.91%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
410
shares
|
$74,681
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
409
shares
|
$74,499
0.02% of portfolio
|
Q1 2024
Added 99.51%
|