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 2,667 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
23,067
shares
|
$4.2 Million
0.3% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
23,021
shares
|
$4.19 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
22,999
shares
|
$4.19 Million
0.49% of portfolio
|
Q1 2024
Added 4.03%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
22,754
shares
|
$4.14 Million
1.42% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
22,682
shares
|
$4.13 Million
0.17% of portfolio
|
Q3 2025
Added 102.28%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
22,621
shares
|
$4.12 Million
1.74% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
22,588
shares
|
$4.11 Million
0.63% of portfolio
|
Q4 2025
Added 154.66%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
22,443
shares
|
$4.09 Million
1.54% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
22,386
shares
|
$4.08 Million
0.96% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
22,364
shares
|
$4.07 Million
0.93% of portfolio
|
Q2 2022
Reduced 51.44%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
22,350
shares
|
$4.07 Million
0.77% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
22,328
shares
|
$4.07 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
22,265
shares
|
$4.06 Million
2.76% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
22,163
shares
|
$4.04 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
22,110
shares
|
$4.03 Million
12.57% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
22,097
shares
|
$4.02 Million
0.86% of portfolio
|
Q4 2025
Reduced 11.01%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
22,022
shares
|
$4.01 Million
2.95% of portfolio
|
Q4 2025
Added 168.59%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,995
shares
|
$4.01 Million
0.02% of portfolio
|
Q4 2022
Added 1.99%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
21,912
shares
|
$3.99 Million
2.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
21,831
shares
|
$3.98 Million
0.89% of portfolio
|
Q3 2025
Added 34.22%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
21,817
shares
|
$3.97 Million
1.73% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
21,767
shares
|
$3.96 Million
0.35% of portfolio
|
Q4 2025
Reduced 7.83%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
21,715
shares
|
$3.96 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
21,659
shares
|
$3.95 Million
1.04% of portfolio
|
Q4 2025
Reduced 1.55%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
21,625
shares
|
$3.94 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.93%
|
|