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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
20,901
shares
|
$3.81 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
20,858
shares
|
$3.8 Million
2.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
20,791
shares
|
$3.79 Million
0.39% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
20,701
shares
|
$3.77 Million
1.13% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
20,668
shares
|
$3.76 Million
3.15% of portfolio
|
Q4 2025
Added 6.6%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
20,656
shares
|
$3.76 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
20,547
shares
|
$3.74 Million
0.7% of portfolio
|
Q4 2025
Added 14.56%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
20,487
shares
|
$3.73 Million
5.09% of portfolio
|
Q3 2023
Added 0.94%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
20,378
shares
|
$3.71 Million
0.79% of portfolio
|
Q4 2022
Added 1.93%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
20,368
shares
|
$3.71 Million
1.16% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
20,305
shares
|
$3.7 Million
0.15% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
20,246
shares
|
$3.69 Million
0.02% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
20,067
shares
|
$3.66 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
20,029
shares
|
$3.65 Million
0.23% of portfolio
|
Q4 2025
Reduced 5.13%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
20,007
shares
|
$3.64 Million
0.57% of portfolio
|
Q4 2025
Added 2.69%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
19,983
shares
|
$3.64 Million
1.54% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
19,937
shares
|
$3.63 Million
0.15% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
19,931
shares
|
$3.63 Million
2.59% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
19,910
shares
|
$3.63 Million
0.59% of portfolio
|
Q3 2025
Reduced 49.82%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
19,768
shares
|
$3.6 Million
1.95% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
19,691
shares
|
$3.59 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
19,685
shares
|
$3.59 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
19,679
shares
|
$3.58 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
19,657
shares
|
$3.58 Million
0.91% of portfolio
|
Q2 2024
Reduced 78.23%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
19,463
shares
|
$3.55 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.55%
|
|