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 |
|---|---|---|---|---|---|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
16,783
shares
|
$3.06 Million
2.84% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
16,763
shares
|
$3.05 Million
0.14% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
16,752
shares
|
$3.05 Million
0.12% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
16,697
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
16,653
shares
|
$3.03 Million
0.5% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
16,642
shares
|
$3.03 Million
0.94% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 12, 2026 Q4 2025 |
16,635
shares
|
$3.03 Million
2.16% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
16,618
shares
|
$3.03 Million
2.95% of portfolio
|
Q3 2025
Reduced 41.02%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
16,466
shares
|
$3 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
16,428
shares
|
$2.99 Million
1.57% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
16,422
shares
|
$2.99 Million
0.97% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
16,392
shares
|
$2.99 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
16,293
shares
|
$2.97 Million
0.3% of portfolio
|
Q3 2025
Reduced 31.63%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
16,274
shares
|
$2.96 Million
1.06% of portfolio
|
Q4 2025
Added 195.19%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
16,273
shares
|
$2.96 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
16,213
shares
|
$2.95 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
16,174
shares
|
$2.95 Million
2.04% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
16,115
shares
|
$2.94 Million
0.04% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
16,104
shares
|
$2.93 Million
0.2% of portfolio
|
Q4 2025
Added 1.08%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
16,021
shares
|
$2.92 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
15,960
shares
|
$2.91 Million
0.14% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
15,960
shares
|
$2.91 Million
0.07% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
15,851
shares
|
$2.89 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
15,832
shares
|
$2.88 Million
0.56% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
15,641
shares
|
$2.85 Million
0.2% of portfolio
|
Q3 2025
Added 6.85%
|
|