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 |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
18,508
shares
|
$3.37 Million
0.84% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
18,497
shares
|
$3.37 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
18,478
shares
|
$3.37 Million
4.41% of portfolio
|
Q3 2023
Reduced 8.79%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
18,461
shares
|
$3.36 Million
1.87% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
18,458
shares
|
$3.36 Million
0.65% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
18,332
shares
|
$3.34 Million
1.42% of portfolio
|
Q4 2025
Added 9.88%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
18,215
shares
|
$3.32 Million
2.59% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
18,087
shares
|
$3.29 Million
1.81% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
18,007
shares
|
$3.28 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
18,002
shares
|
$3.28 Million
0.49% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
17,899
shares
|
$3.26 Million
0.18% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
17,801
shares
|
$3.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
17,789
shares
|
$3.24 Million
3.57% of portfolio
|
Q4 2025
Reduced 5.38%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
17,757
shares
|
$3.23 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
17,723
shares
|
$3.23 Million
0.18% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
17,709
shares
|
$3.23 Million
0.3% of portfolio
|
Q4 2025
Added 61.11%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
17,565
shares
|
$3.2 Million
0.04% of portfolio
|
Q4 2025
Added 87.32%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
17,496
shares
|
$3.19 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
17,496
shares
|
$3.19 Million
0.32% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jan 13, 2026 Q4 2025 |
17,417
shares
|
$3.17 Million
2.48% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
17,377
shares
|
$3.17 Million
0.13% of portfolio
|
Q3 2025
Added 131.63%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
17,366
shares
|
$3.16 Million
1.9% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
17,359
shares
|
$3.16 Million
7.84% of portfolio
|
Q3 2025
Reduced 90.76%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
17,332
shares
|
$3.16 Million
0.84% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
17,327
shares
|
$3.16 Million
2.17% of portfolio
|
Q4 2025
Added 58.53%
|
|