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 2,665 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
633
shares
|
$115,300
0.0% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
631
shares
|
$114,936
0.05% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
630
shares
|
$114,754
0.03% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
627
shares
|
$114,208
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
624
shares
|
$113,661
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
614
shares
|
$111,840
0.05% of portfolio
|
Q3 2025
Added 10133.33%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
606
shares
|
$110,382
0.05% of portfolio
|
Q3 2022
Reduced 3.5%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
605
shares
|
$110,200
0.04% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
600
shares
|
$109,290
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
598
shares
|
$108,925
0.02% of portfolio
|
N/A
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
596
shares
|
$108,561
0.02% of portfolio
|
Q4 2022
Added 147.3%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 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
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
571
shares
|
$104,007
0.0% of portfolio
|
Q3 2025
Reduced 99.25%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
567
shares
|
$103,279
0.01% of portfolio
|
Q3 2025
Reduced 53.41%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
557
shares
|
$101,457
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
533
shares
|
$97,085
0.05% of portfolio
|
Q3 2025
Added 81.91%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
532
shares
|
$96,903
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
530
shares
|
$96,539
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
515
shares
|
$93,807
0.02% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 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
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
500
shares
|
$91,075
0.04% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
494
shares
|
$89,982
0.02% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
489
shares
|
$89,071
0.01% of portfolio
|
Q3 2025
Reduced 47.64%
|
|