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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
86,822
shares
|
$15.8 Million
1.88% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
86,621
shares
|
$15.8 Million
4.4% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
86,606
shares
|
$15.8 Million
0.98% of portfolio
|
Q3 2022
Added 3.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
86,488
shares
|
$15.8 Million
0.74% of portfolio
|
Q2 2024
Added 3.66%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
86,039
shares
|
$15.7 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
85,891
shares
|
$15.6 Million
0.28% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
85,800
shares
|
$15.6 Million
1.01% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Nov 10, 2025 Q3 2025 |
85,143
shares
|
$15.5 Million
7.26% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
84,276
shares
|
$15.4 Million
7.83% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
83,947
shares
|
$15.3 Million
7.03% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Mercer Investments LLC
|
May 14, 2024 Q1 2024 |
83,921
shares
|
$15.3 Million
24.45% of portfolio
|
Q1 2024
Reduced 9.66%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
83,485
shares
|
$15.2 Million
14.07% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
83,304
shares
|
$15.2 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
82,436
shares
|
$15 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
82,170
shares
|
$15 Million
0.12% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
81,263
shares
|
$14.8 Million
0.99% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
81,247
shares
|
$14.8 Million
2.2% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
80,894
shares
|
$14.7 Million
0.08% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2025 Q3 2025 |
80,868
shares
|
$14.7 Million
16.48% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
80,116
shares
|
$14.6 Million
0.17% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
79,630
shares
|
$14.5 Million
1.78% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
78,818
shares
|
$14.4 Million
4.18% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
78,753
shares
|
$14.3 Million
2.38% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
78,064
shares
|
$14.2 Million
1.95% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
77,630
shares
|
$14.1 Million
2.93% of portfolio
|
Q3 2025
Reduced 1.87%
|
|