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 2,667 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
165
shares
|
$30,054
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
162
shares
|
$29,508
0.02% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
160
shares
|
$29,144
0.01% of portfolio
|
Q2 2024
Reduced 65.29%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
158
shares
|
$28,779
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
148
shares
|
$26,958
0.02% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
145
shares
|
$26,411
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
141
shares
|
$25,683
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
140
shares
|
$25,501
0.0% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
136
shares
|
$24,772
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
132
shares
|
$24,043
0.01% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
132
shares
|
$24,043
0.01% of portfolio
|
Q2 2025
Added 4300.0%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
124
shares
|
$22,586
0.0% of portfolio
|
Q1 2024
Added 255.65%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
117
shares
|
$21,311
0.0% of portfolio
|
Q1 2025
Reduced 46.08%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
117
shares
|
$21,311
0.01% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
108
shares
|
$19,672
0.01% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
107
shares
|
$19,490
0.0% of portfolio
|
Q4 2024
Reduced 59.47%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
107
shares
|
$19,490
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
103
shares
|
$18,761
0.01% of portfolio
|
Q3 2025
Reduced 47.18%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
102
shares
|
$18,579
0.01% of portfolio
|
Q3 2025
Added 47.83%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
100
shares
|
$18,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
100
shares
|
$18,215
0.01% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
100
shares
|
$18,215
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
100
shares
|
$18,215
0.0% of portfolio
|
Q4 2023
New holding
|
|