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 2,668 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 |
|---|---|---|---|---|---|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
6,231
shares
|
$1.13 Million
0.68% of portfolio
|
Q4 2022
Reduced 4.84%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
6,224
shares
|
$1.13 Million
0.58% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,219
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2022
Added 16.85%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
6,214
shares
|
$1.13 Million
0.38% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
6,210
shares
|
$1.13 Million
1.65% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
6,210
shares
|
$1.13 Million
0.12% of portfolio
|
Q4 2025
Added 9.52%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
6,188
shares
|
$1.13 Million
0.19% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
6,185
shares
|
$1.13 Million
0.97% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
6,185
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
6,183
shares
|
$1.13 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,172
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2022
Added 2.17%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
6,140
shares
|
$1.12 Million
0.11% of portfolio
|
Q3 2025
Added 26.75%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
6,136
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
6,092
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
6,091
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,086
shares
|
$1.11 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
6,075
shares
|
$1.11 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
6,068
shares
|
$1.11 Million
0.19% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
6,053
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2025
Added 269.09%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
6,051
shares
|
$1.1 Million
1.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
6,050
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
6,048
shares
|
$1.1 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
6,040
shares
|
$1.1 Million
0.6% of portfolio
|
Q2 2021
New holding
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
6,037
shares
|
$1.1 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
6,032
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2025
Added 14.5%
|
|