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 2,654 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
253,853
shares
|
$46.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
248,418
shares
|
$45.2 Million
0.25% of portfolio
|
Q2 2023
Reduced 10.41%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
244,233
shares
|
$44.5 Million
2.85% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
244,062
shares
|
$44.5 Million
4.62% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
242,960
shares
|
$44.3 Million
1.91% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
234,504
shares
|
$42.7 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
231,183
shares
|
$42.1 Million
26.19% of portfolio
|
Q1 2023
Added 1.08%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
227,260
shares
|
$41.4 Million
5.69% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
221,677
shares
|
$40.4 Million
0.02% of portfolio
|
Q3 2025
Added 21.34%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
221,670
shares
|
$40.4 Million
10.55% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
221,543
shares
|
$40.4 Million
2.82% of portfolio
|
Q3 2022
Added 1.19%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
219,181
shares
|
$39.9 Million
3.56% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
219,079
shares
|
$39.9 Million
0.16% of portfolio
|
Q3 2025
Reduced 40.74%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
219,033
shares
|
$39.9 Million
6.46% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
218,289
shares
|
$39.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
202,454
shares
|
$36.9 Million
8.89% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
202,172
shares
|
$36.8 Million
13.09% of portfolio
|
Q3 2025
Reduced 15.01%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
199,485
shares
|
$36.3 Million
5.33% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
197,010
shares
|
$35.9 Million
0.69% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
194,391
shares
|
$35.4 Million
4.18% of portfolio
|
Q3 2025
Reduced 15.16%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
193,735
shares
|
$35.3 Million
1.58% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
192,932
shares
|
$35.1 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
190,694
shares
|
$34.7 Million
1.11% of portfolio
|
Q3 2022
Added 4.36%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
189,616
shares
|
$34.5 Million
7.56% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
188,677
shares
|
$34.4 Million
4.29% of portfolio
|
Q3 2025
Added 2.14%
|
|