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 |
|---|---|---|---|---|---|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
400
shares
|
$72,860
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
393
shares
|
$71,584
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
378
shares
|
$68,852
0.03% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
370
shares
|
$67,395
0.03% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
361
shares
|
$65,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
354
shares
|
$64,481
0.04% of portfolio
|
Q2 2025
Added 22.07%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
354
shares
|
$64,481
0.04% of portfolio
|
Q2 2025
Added 20.41%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
350
shares
|
$63,752
0.04% of portfolio
|
Q2 2024
Reduced 46.15%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
348
shares
|
$63,388
0.02% of portfolio
|
Q1 2025
Reduced 36.84%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
340
shares
|
$61,931
0.02% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
339
shares
|
$61,748
0.02% of portfolio
|
Q2 2025
Reduced 35.43%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
336
shares
|
$61,202
0.0% of portfolio
|
Q4 2024
Added 197.35%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
328
shares
|
$59,745
0.02% of portfolio
|
Q1 2025
Added 27.13%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
328
shares
|
$59,745
0.02% of portfolio
|
Q2 2025
Added 41.99%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
320
shares
|
$58,288
0.02% of portfolio
|
Q4 2024
Added 107.79%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
318
shares
|
$57,923
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
314
shares
|
$57,195
0.02% of portfolio
|
Q1 2022
Added 16.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
313
shares
|
$57,012
0.01% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
309
shares
|
$56,284
0.01% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
298
shares
|
$54,280
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
294
shares
|
$53,552
0.01% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
293
shares
|
$53,369
0.03% of portfolio
|
Q2 2024
Added 78.66%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
288
shares
|
$52,459
0.0% of portfolio
|
Q2 2025
Added 37.8%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
288
shares
|
$52,459
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
285
shares
|
$51,912
0.01% of portfolio
|
Q2 2025
Reduced 14.93%
|