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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
15,625
shares
|
$2.85 Million
0.06% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
15,448
shares
|
$2.81 Million
1.39% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
15,442
shares
|
$2.81 Million
0.22% of portfolio
|
Q3 2025
Added 65.39%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
15,426
shares
|
$2.81 Million
2.28% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
15,408
shares
|
$2.81 Million
2.12% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
15,389
shares
|
$2.8 Million
0.58% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
15,344
shares
|
$2.79 Million
0.26% of portfolio
|
Q3 2025
Added 41.06%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
15,259
shares
|
$2.78 Million
1.23% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
15,253
shares
|
$2.78 Million
2.04% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
15,149
shares
|
$2.76 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
15,120
shares
|
$2.75 Million
0.37% of portfolio
|
Q2 2024
Added 769.47%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
15,053
shares
|
$2.74 Million
2.24% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
15,022
shares
|
$2.74 Million
0.43% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
14,994
shares
|
$2.73 Million
1.84% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,912
shares
|
$2.72 Million
1.02% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
14,903
shares
|
$2.71 Million
0.1% of portfolio
|
Q3 2025
Added 663.47%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
14,861
shares
|
$2.71 Million
0.97% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
14,740
shares
|
$2.68 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,733
shares
|
$2.68 Million
0.91% of portfolio
|
Q3 2025
Reduced 21.11%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
14,685
shares
|
$2.67 Million
0.18% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
14,609
shares
|
$2.66 Million
1.17% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
14,490
shares
|
$2.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
14,428
shares
|
$2.63 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,424
shares
|
$2.63 Million
0.16% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
14,394
shares
|
$2.62 Million
1.33% of portfolio
|
Q3 2025
Added 1.49%
|
|