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 2,578 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
190,134
shares
|
$34.6 Million
3.9% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Aug 11, 2025 Q2 2025 |
187,854
shares
|
$34.2 Million
54.04% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
185,215
shares
|
$33.7 Million
0.19% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
184,727
shares
|
$33.6 Million
4.49% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
182,747
shares
|
$33.3 Million
0.24% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
182,703
shares
|
$33.3 Million
0.45% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
182,691
shares
|
$33.3 Million
0.02% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
182,497
shares
|
$33.2 Million
8.12% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
181,666
shares
|
$33.1 Million
1.14% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
181,417
shares
|
$33 Million
6.53% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
177,294
shares
|
$32.3 Million
3.5% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
173,993
shares
|
$31.7 Million
7.1% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
172,024
shares
|
$31.3 Million
0.76% of portfolio
|
Q2 2025
Reduced 49.51%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
168,449
shares
|
$30.7 Million
0.79% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Aug 06, 2025 Q2 2025 |
168,352
shares
|
$30.7 Million
22.57% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
168,044
shares
|
$30.6 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
167,406
shares
|
$30.5 Million
4.93% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
166,517
shares
|
$30.3 Million
0.85% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
166,446
shares
|
$30.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
166,091
shares
|
$30.3 Million
1.59% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
165,785
shares
|
$30.2 Million
7.08% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
163,236
shares
|
$29.7 Million
4.71% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
162,798
shares
|
$29.7 Million
7.09% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
161,657
shares
|
$29.4 Million
0.64% of portfolio
|
Q2 2025
Added 117.26%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
161,534
shares
|
$29.4 Million
1.8% of portfolio
|
Q2 2025
Reduced 11.34%
|