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 2,657 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 $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
346,590
shares
|
$63.1 Million
27.56% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
346,053
shares
|
$63 Million
0.65% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
338,392
shares
|
$61.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
336,436
shares
|
$61.3 Million
0.63% of portfolio
|
Q4 2025
Added 4.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
334,710
shares
|
$61 Million
0.3% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
325,857
shares
|
$59.4 Million
3.78% of portfolio
|
Q3 2022
Added 2.38%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
319,407
shares
|
$58.2 Million
0.81% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
315,834
shares
|
$57.5 Million
1.64% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
311,885
shares
|
$56.8 Million
11.43% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
310,588
shares
|
$56.6 Million
12.5% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
310,498
shares
|
$56.6 Million
2.59% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
290,928
shares
|
$53 Million
4.97% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
288,689
shares
|
$52.6 Million
0.41% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
286,540
shares
|
$52.2 Million
4.75% of portfolio
|
Q3 2022
Added 0.9%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
283,089
shares
|
$51.6 Million
6.1% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
277,302
shares
|
$50.5 Million
7.46% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
277,302
shares
|
$50.5 Million
9.14% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
276,035
shares
|
$50.3 Million
3.55% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
274,483
shares
|
$50 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
272,472
shares
|
$49.6 Million
7.6% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
269,040
shares
|
$49 Million
6.39% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
266,822
shares
|
$48.6 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
262,020
shares
|
$47.7 Million
12.27% of portfolio
|
Q2 2024
Added 11.84%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
260,434
shares
|
$47.4 Million
9.26% of portfolio
|
Q4 2023
New holding
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
257,725
shares
|
$46.9 Million
3.23% of portfolio
|
Q3 2025
Added 0.69%
|
|