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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
12,739
shares
|
$2.32 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,723
shares
|
$2.32 Million
0.35% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
12,719
shares
|
$2.32 Million
0.19% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
12,611
shares
|
$2.3 Million
1.07% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
12,600
shares
|
$2.3 Million
0.73% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
12,588
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
12,574
shares
|
$2.29 Million
0.38% of portfolio
|
Q3 2023
Reduced 6.64%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
12,561
shares
|
$2.29 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
12,527
shares
|
$2.28 Million
0.25% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
12,525
shares
|
$2.28 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
12,513
shares
|
$2.28 Million
0.04% of portfolio
|
Q4 2025
Reduced 4.67%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
12,512
shares
|
$2.28 Million
0.39% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
12,502
shares
|
$2.28 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
12,498
shares
|
$2.28 Million
0.25% of portfolio
|
Q4 2019
Added 13.55%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
12,462
shares
|
$2.27 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
12,441
shares
|
$2.27 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
12,352
shares
|
$2.25 Million
0.07% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
12,301
shares
|
$2.24 Million
0.09% of portfolio
|
Q3 2025
Added 191.49%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,293
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
12,289
shares
|
$2.24 Million
0.94% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
12,276
shares
|
$2.24 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
12,274
shares
|
$2.24 Million
1.43% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,257
shares
|
$2.23 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,241
shares
|
$2.23 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
12,217
shares
|
$2.23 Million
1.02% of portfolio
|
Q3 2025
Added 0.58%
|
|