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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
37,715
shares
|
$6.87 Million
0.26% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
37,589
shares
|
$6.85 Million
0.2% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
37,585
shares
|
$6.85 Million
2.12% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
37,536
shares
|
$6.84 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
37,482
shares
|
$6.83 Million
0.45% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
37,381
shares
|
$6.81 Million
3.82% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
37,313
shares
|
$6.8 Million
0.11% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
37,191
shares
|
$6.77 Million
0.68% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
37,149
shares
|
$6.77 Million
0.26% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
37,146
shares
|
$6.77 Million
0.38% of portfolio
|
Q3 2025
Added 34.88%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
36,936
shares
|
$6.73 Million
0.71% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
36,741
shares
|
$6.69 Million
1.0% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
36,461
shares
|
$6.64 Million
0.3% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
36,444
shares
|
$6.64 Million
0.9% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
36,331
shares
|
$6.62 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
36,245
shares
|
$6.6 Million
1.24% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
36,226
shares
|
$6.6 Million
0.03% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
35,702
shares
|
$6.5 Million
2.16% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
35,663
shares
|
$6.5 Million
0.41% of portfolio
|
Q3 2025
Reduced 35.76%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
35,613
shares
|
$6.49 Million
1.0% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
35,194
shares
|
$6.41 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
35,066
shares
|
$6.39 Million
0.77% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
34,914
shares
|
$6.36 Million
1.48% of portfolio
|
Q3 2025
Added 366.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
34,889
shares
|
$6.36 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
34,815
shares
|
$6.34 Million
1.29% of portfolio
|
Q3 2025
Reduced 1.96%
|
|