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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
230
shares
|
$41,894
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
227
shares
|
$41,348
0.01% of portfolio
|
Q4 2025
Reduced 31.83%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
227
shares
|
$41,348
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
226
shares
|
$41,165
0.03% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
223
shares
|
$40,619
0.01% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
223
shares
|
$40,619
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
222
shares
|
$40,437
0.03% of portfolio
|
Q2 2023
Added 86.55%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
210
shares
|
$38,251
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
208
shares
|
$37,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
208
shares
|
$37,887
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
205
shares
|
$37,340
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
201
shares
|
$36,612
0.02% of portfolio
|
Q3 2023
Reduced 29.23%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
201
shares
|
$36,612
0.02% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
200
shares
|
$36,430
0.01% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
196
shares
|
$35,701
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
192
shares
|
$34,972
0.02% of portfolio
|
Q1 2024
Added 25.49%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
191
shares
|
$34,790
0.01% of portfolio
|
Q4 2021
Added 75.23%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
188
shares
|
$34,244
0.0% of portfolio
|
Q3 2025
Added 46.88%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
186
shares
|
$33,879
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
186
shares
|
$33,879
0.04% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
178
shares
|
$32,422
0.03% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
176
shares
|
$32,058
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
175
shares
|
$31,876
0.0% of portfolio
|
Q2 2023
Reduced 30.28%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
175
shares
|
$31,876
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
169
shares
|
$30,783
0.02% of portfolio
|
Q3 2025
Added 16.55%
|
|