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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
96,476
shares
|
$17.6 Million
0.5% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
96,082
shares
|
$17.5 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
95,881
shares
|
$17.5 Million
4.36% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
95,711
shares
|
$17.4 Million
4.63% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
95,636
shares
|
$17.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 81.09%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
95,332
shares
|
$17.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
94,927
shares
|
$17.3 Million
0.43% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
94,353
shares
|
$17.2 Million
2.54% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
94,261
shares
|
$17.2 Million
0.68% of portfolio
|
Q3 2025
Added 25.71%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
93,258
shares
|
$17 Million
13.39% of portfolio
|
Q3 2025
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
93,031
shares
|
$16.9 Million
4.71% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
92,601
shares
|
$16.9 Million
0.59% of portfolio
|
Q4 2023
New holding
|
|
|
Dan L Duncan Foundation
Houston, TX |
Nov 14, 2024 Q3 2024 |
91,966
shares
|
$16.8 Million
24.23% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
91,281
shares
|
$16.6 Million
1.22% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
90,101
shares
|
$16.4 Million
14.32% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
90,080
shares
|
$16.4 Million
16.78% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
89,403
shares
|
$16.3 Million
0.28% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
88,789
shares
|
$16.2 Million
1.03% of portfolio
|
Q4 2024
Added 35.8%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
88,726
shares
|
$16.2 Million
0.31% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
88,438
shares
|
$16.1 Million
0.64% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
88,209
shares
|
$16.1 Million
5.38% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
87,751
shares
|
$16 Million
1.38% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
87,596
shares
|
$16 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
87,148
shares
|
$15.9 Million
0.22% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
87,007
shares
|
$15.8 Million
0.03% of portfolio
|
Q3 2025
Added 4.34%
|
|