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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
7,402
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
7,381
shares
|
$1.34 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
7,377
shares
|
$1.34 Million
0.11% of portfolio
|
Q3 2025
Reduced 33.85%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
7,376
shares
|
$1.34 Million
0.18% of portfolio
|
Q4 2025
Added 2.54%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
7,364
shares
|
$1.34 Million
0.14% of portfolio
|
Q3 2025
Added 37.41%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
7,346
shares
|
$1.34 Million
0.7% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
7,341
shares
|
$1.34 Million
0.72% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
7,334
shares
|
$1.34 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
7,322
shares
|
$1.33 Million
0.74% of portfolio
|
Q4 2025
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
7,311
shares
|
$1.33 Million
1.15% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
7,308
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
7,306
shares
|
$1.33 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
7,294
shares
|
$1.33 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
7,279
shares
|
$1.33 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,254
shares
|
$1.32 Million
0.13% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
7,254
shares
|
$1.32 Million
0.3% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
7,252
shares
|
$1.32 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
7,225
shares
|
$1.32 Million
1.02% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
7,192
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
7,185
shares
|
$1.31 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
7,162
shares
|
$1.3 Million
0.44% of portfolio
|
Q3 2025
Added 67.3%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
7,140
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,140
shares
|
$1.3 Million
0.4% of portfolio
|
Q1 2023
Added 1.42%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
7,134
shares
|
$1.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
7,076
shares
|
$1.29 Million
0.34% of portfolio
|
Q4 2023
Added 1.43%
|
|