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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
64,678
shares
|
$11.8 Million
0.22% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
64,053
shares
|
$11.7 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
63,946
shares
|
$11.6 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
63,862
shares
|
$11.6 Million
0.76% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
63,725
shares
|
$11.6 Million
0.67% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
63,138
shares
|
$11.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
62,762
shares
|
$11.4 Million
8.41% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
62,424
shares
|
$11.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
62,300
shares
|
$11.3 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
62,261
shares
|
$11.3 Million
0.27% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 03, 2025 Q3 2025 |
61,985
shares
|
$11.3 Million
7.01% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
61,608
shares
|
$11.2 Million
3.38% of portfolio
|
Q4 2025
Added 3.91%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
60,824
shares
|
$11.1 Million
0.56% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
60,768
shares
|
$11.1 Million
0.69% of portfolio
|
Q3 2025
Added 233.98%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
60,724
shares
|
$11.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
60,577
shares
|
$11 Million
5.89% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
60,571
shares
|
$11 Million
0.55% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Jan 08, 2026 Q4 2025 |
60,559
shares
|
$11 Million
2.91% of portfolio
|
Q4 2025
Reduced 2.66%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
60,433
shares
|
$11 Million
3.92% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
60,361
shares
|
$11 Million
7.78% of portfolio
|
Q3 2025
Reduced 14.16%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
60,024
shares
|
$10.9 Million
0.72% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
60,005
shares
|
$10.9 Million
1.84% of portfolio
|
Q3 2025
Added 27.02%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
59,994
shares
|
$10.9 Million
8.86% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
59,992
shares
|
$10.9 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
59,787
shares
|
$10.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 15.07%
|
|