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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
7,076
shares
|
$1.29 Million
0.57% of portfolio
|
Q3 2025
Added 257.92%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,051
shares
|
$1.28 Million
0.38% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
7,046
shares
|
$1.28 Million
1.03% of portfolio
|
Q3 2025
Reduced 22.7%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
7,010
shares
|
$1.28 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,995
shares
|
$1.27 Million
0.71% of portfolio
|
Q4 2023
Reduced 4.15%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
6,984
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
6,981
shares
|
$1.27 Million
0.27% of portfolio
|
Q4 2025
Added 3.54%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,969
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
6,965
shares
|
$1.27 Million
0.36% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
6,924
shares
|
$1.26 Million
0.45% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
6,909
shares
|
$1.26 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,900
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 75.17%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,890
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2022
Reduced 2.13%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
6,874
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
6,866
shares
|
$1.25 Million
0.3% of portfolio
|
Q3 2025
Reduced 34.96%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
6,856
shares
|
$1.25 Million
0.91% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
6,835
shares
|
$1.24 Million
0.21% of portfolio
|
Q3 2025
Reduced 63.64%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
6,826
shares
|
$1.24 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,817
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
6,814
shares
|
$1.24 Million
0.29% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
6,804
shares
|
$1.24 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
6,794
shares
|
$1.24 Million
0.4% of portfolio
|
Q3 2025
Reduced 44.09%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
6,794
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
6,768
shares
|
$1.23 Million
0.44% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
6,765
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.1%
|
|