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 |
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
114,631
shares
|
$20.9 Million
3.85% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
114,207
shares
|
$20.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 30.69%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
114,183
shares
|
$20.8 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
113,525
shares
|
$20.7 Million
3.63% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
112,352
shares
|
$20.5 Million
16.35% of portfolio
|
Q4 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
112,241
shares
|
$20.4 Million
0.34% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
110,034
shares
|
$20 Million
7.47% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
109,846
shares
|
$20 Million
0.48% of portfolio
|
Q2 2025
Added 29.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
108,578
shares
|
$19.8 Million
0.0% of portfolio
|
Q2 2025
Added 1076.23%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
108,447
shares
|
$19.8 Million
7.37% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
108,305
shares
|
$19.7 Million
1.74% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
108,281
shares
|
$19.7 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
107,971
shares
|
$19.7 Million
1.01% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
106,093
shares
|
$19.3 Million
0.32% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
105,583
shares
|
$19.2 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
105,523
shares
|
$19.2 Million
5.41% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
104,650
shares
|
$19.1 Million
0.4% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
104,423
shares
|
$19 Million
1.17% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
104,387
shares
|
$19 Million
0.61% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
104,163
shares
|
$19 Million
0.23% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
104,010
shares
|
$18.9 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
103,377
shares
|
$18.8 Million
12.47% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
102,728
shares
|
$18.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
102,698
shares
|
$18.7 Million
6.79% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
102,652
shares
|
$18.7 Million
0.3% of portfolio
|
Q2 2025
Added 119.71%
|