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 |
|---|---|---|---|---|---|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
43,591
shares
|
$7.94 Million
5.86% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
43,544
shares
|
$7.93 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
43,433
shares
|
$7.91 Million
1.07% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
43,393
shares
|
$7.9 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
43,212
shares
|
$7.87 Million
2.83% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
43,118
shares
|
$7.85 Million
4.6% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
43,045
shares
|
$7.84 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
42,937
shares
|
$7.82 Million
7.05% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
42,876
shares
|
$7.81 Million
0.81% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
42,629
shares
|
$7.76 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
42,586
shares
|
$7.76 Million
0.17% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Formulate Financial LLC
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
42,487
shares
|
$7.74 Million
11.37% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
42,413
shares
|
$7.73 Million
0.23% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
42,200
shares
|
$7.69 Million
2.94% of portfolio
|
Q3 2023
Reduced 2.57%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
42,086
shares
|
$7.67 Million
0.55% of portfolio
|
Q3 2025
Added 67.2%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
42,034
shares
|
$7.66 Million
5.03% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
41,756
shares
|
$7.61 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
41,639
shares
|
$7.58 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
41,598
shares
|
$7.58 Million
0.09% of portfolio
|
Q3 2025
Added 215.09%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
41,573
shares
|
$7.57 Million
2.13% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
41,549
shares
|
$7.57 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
41,546
shares
|
$7.57 Million
0.93% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
41,321
shares
|
$7.53 Million
0.52% of portfolio
|
Q3 2025
Added 64.39%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
41,226
shares
|
$7.51 Million
0.42% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
41,007
shares
|
$7.47 Million
0.78% of portfolio
|
Q3 2025
Added 0.42%
|
|