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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
40,989
shares
|
$7.47 Million
1.1% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
40,792
shares
|
$7.43 Million
2.21% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
40,647
shares
|
$7.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
40,513
shares
|
$7.38 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
40,256
shares
|
$7.33 Million
0.07% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
39,665
shares
|
$7.22 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
39,279
shares
|
$7.15 Million
0.49% of portfolio
|
Q4 2022
Added 18.42%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
39,207
shares
|
$7.14 Million
0.33% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
39,145
shares
|
$7.13 Million
1.63% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Tide Cove Capital Partners LLC
San Diego, CA |
Nov 07, 2025 Q3 2025 |
39,143
shares
|
$7.13 Million
6.5% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
39,084
shares
|
$7.12 Million
4.18% of portfolio
|
Q3 2025
Reduced 28.76%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
38,837
shares
|
$7.07 Million
5.98% of portfolio
|
Q4 2022
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
38,781
shares
|
$7.06 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
38,740
shares
|
$7.06 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
38,670
shares
|
$7.04 Million
4.28% of portfolio
|
Q3 2022
Added 824.46%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
38,608
shares
|
$7.03 Million
1.84% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
38,534
shares
|
$7.02 Million
3.38% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
38,439
shares
|
$7 Million
0.28% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
38,433
shares
|
$7 Million
6.28% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
38,174
shares
|
$6.95 Million
0.51% of portfolio
|
Q3 2025
Reduced 54.44%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
38,144
shares
|
$6.95 Million
2.92% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
38,068
shares
|
$6.93 Million
3.16% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
38,063
shares
|
$6.93 Million
2.72% of portfolio
|
Q3 2025
Added 18.48%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
38,050
shares
|
$6.93 Million
0.71% of portfolio
|
Q2 2023
Reduced 12.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
37,808
shares
|
$6.89 Million
0.51% of portfolio
|
Q4 2022
Added 1.58%
|
|