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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
6,747
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
6,732
shares
|
$1.23 Million
0.18% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
6,728
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
6,716
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
6,711
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
6,707
shares
|
$1.22 Million
0.53% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,704
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
6,701
shares
|
$1.22 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
6,688
shares
|
$1.22 Million
0.57% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
6,688
shares
|
$1.22 Million
1.12% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
6,687
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2025
Reduced 5.6%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
6,670
shares
|
$1.21 Million
0.46% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,650
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
6,636
shares
|
$1.21 Million
0.61% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
6,634
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
6,630
shares
|
$1.21 Million
0.71% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
6,590
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
6,582
shares
|
$1.2 Million
0.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Orser Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,575
shares
|
$1.2 Million
0.73% of portfolio
|
Q4 2025
Added 30.33%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
6,574
shares
|
$1.2 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
6,571
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
6,525
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2025
Added 15.16%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
6,524
shares
|
$1.19 Million
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
6,522
shares
|
$1.19 Million
0.22% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
6,501
shares
|
$1.18 Million
0.82% of portfolio
|
Q4 2025
Reduced 11.49%
|
|