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 |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
21,532
shares
|
$3.92 Million
0.33% of portfolio
|
Q4 2025
Added 44.18%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
21,484
shares
|
$3.91 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
21,458
shares
|
$3.91 Million
0.94% of portfolio
|
Q3 2025
Added 18.98%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
21,456
shares
|
$3.91 Million
2.35% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
21,416
shares
|
$3.9 Million
0.22% of portfolio
|
Q4 2025
Reduced 5.07%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
21,401
shares
|
$3.9 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
21,399
shares
|
$3.9 Million
1.52% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,390
shares
|
$3.9 Million
2.5% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
21,365
shares
|
$3.89 Million
0.43% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
21,335
shares
|
$3.89 Million
0.62% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
21,235
shares
|
$3.87 Million
1.23% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
21,224
shares
|
$3.87 Million
0.76% of portfolio
|
Q3 2025
Added 344.39%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
21,222
shares
|
$3.87 Million
1.66% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
21,152
shares
|
$3.85 Million
0.38% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
21,140
shares
|
$3.85 Million
5.86% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
21,133
shares
|
$3.85 Million
0.14% of portfolio
|
Q4 2025
Added 2.77%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
21,100
shares
|
$3.84 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
21,097
shares
|
$3.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
21,089
shares
|
$3.84 Million
1.82% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
21,087
shares
|
$3.84 Million
1.28% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
21,080
shares
|
$3.84 Million
0.49% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
21,004
shares
|
$3.83 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
20,991
shares
|
$3.82 Million
0.01% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
20,949
shares
|
$3.82 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
20,941
shares
|
$3.81 Million
1.16% of portfolio
|
Q3 2025
Added 3.92%
|
|