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 |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
13,406
shares
|
$2.44 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
13,390
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
13,389
shares
|
$2.44 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
13,387
shares
|
$2.44 Million
0.05% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,380
shares
|
$2.44 Million
0.25% of portfolio
|
Q2 2023
Reduced 43.38%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
13,362
shares
|
$2.43 Million
0.14% of portfolio
|
Q2 2022
Reduced 7.51%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
13,349
shares
|
$2.43 Million
0.83% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
13,344
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
13,344
shares
|
$2.43 Million
0.76% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
13,319
shares
|
$2.43 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
13,311
shares
|
$2.42 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
13,295
shares
|
$2.42 Million
0.33% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
13,272
shares
|
$2.42 Million
1.78% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
13,112
shares
|
$2.39 Million
1.29% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
13,093
shares
|
$2.38 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
13,045
shares
|
$2.38 Million
0.35% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
13,039
shares
|
$2.38 Million
0.2% of portfolio
|
Q4 2025
Reduced 3.79%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
13,036
shares
|
$2.37 Million
0.16% of portfolio
|
Q4 2023
Reduced 5.41%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
12,920
shares
|
$2.35 Million
0.15% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
12,916
shares
|
$2.35 Million
0.08% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
12,898
shares
|
$2.35 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,878
shares
|
$2.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.48%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
12,864
shares
|
$2.34 Million
1.86% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
12,863
shares
|
$2.34 Million
1.03% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
12,773
shares
|
$2.33 Million
0.21% of portfolio
|
Q2 2025
Added 3.04%
|
|