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 2,655 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 |
|---|---|---|---|---|---|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
50,663
shares
|
$9.23 Million
2.57% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
50,559
shares
|
$9.21 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
50,006
shares
|
$9.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$9.11 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
49,956
shares
|
$9.1 Million
1.64% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
49,946
shares
|
$9.1 Million
5.8% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
49,900
shares
|
$9.09 Million
3.77% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
49,608
shares
|
$9.04 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
49,529
shares
|
$9.02 Million
3.12% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
49,506
shares
|
$9.02 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
49,365
shares
|
$8.99 Million
9.41% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
48,831
shares
|
$8.89 Million
0.09% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
48,186
shares
|
$8.78 Million
2.02% of portfolio
|
Q3 2025
Added 12.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
48,176
shares
|
$8.78 Million
0.05% of portfolio
|
Q3 2025
Added 25.62%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
47,440
shares
|
$8.64 Million
2.79% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
47,308
shares
|
$8.62 Million
4.22% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
47,178
shares
|
$8.59 Million
2.55% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
46,980
shares
|
$8.56 Million
1.92% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
46,936
shares
|
$8.55 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
46,887
shares
|
$8.54 Million
4.73% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
46,885
shares
|
$8.54 Million
1.99% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
46,801
shares
|
$8.52 Million
0.27% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
46,473
shares
|
$8.47 Million
0.4% of portfolio
|
Q3 2025
Added 86.99%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
46,458
shares
|
$8.46 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 31, 2025 Q3 2025 |
46,366
shares
|
$8.45 Million
5.34% of portfolio
|
Q3 2025
Added 3.17%
|
|