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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,479,777
shares
|
$270 Million
0.44% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,385,233
shares
|
$252 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,288,827
shares
|
$235 Million
8.77% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
1,231,457
shares
|
$224 Million
2.57% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,216,583
shares
|
$222 Million
0.27% of portfolio
|
Q3 2025
Added 21.66%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,210,404
shares
|
$220 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
1,191,684
shares
|
$217 Million
20.77% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,117,273
shares
|
$204 Million
0.16% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,039,877
shares
|
$189 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,008,528
shares
|
$184 Million
1.18% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
978,134
shares
|
$178 Million
0.25% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
968,533
shares
|
$176 Million
5.49% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
932,415
shares
|
$170 Million
1.75% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
930,252
shares
|
$169 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
879,400
shares
|
$160 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
860,215
shares
|
$157 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
854,648
shares
|
$156 Million
1.99% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
771,278
shares
|
$140 Million
0.24% of portfolio
|
Q3 2025
Added 63.88%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
757,124
shares
|
$138 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
745,738
shares
|
$136 Million
3.35% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
736,253
shares
|
$134 Million
0.63% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
722,866
shares
|
$132 Million
7.07% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
701,909
shares
|
$128 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
700,084
shares
|
$128 Million
0.73% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
695,392
shares
|
$127 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.77%
|
|