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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
4,386
shares
|
$798,909
0.99% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
4,380
shares
|
$797,817
0.63% of portfolio
|
Q3 2023
Reduced 3.84%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
4,374
shares
|
$796,724
0.67% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
4,370
shares
|
$795,995
0.07% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,349
shares
|
$792,170
0.02% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
4,345
shares
|
$791,441
0.18% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
4,338
shares
|
$790,166
0.05% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
4,304
shares
|
$783,973
0.16% of portfolio
|
Q3 2025
Reduced 32.88%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,289
shares
|
$781,241
0.36% of portfolio
|
Q3 2025
Added 121.2%
|
|
|
Jrm Investment Counsel, LLC
|
Nov 12, 2025 Q3 2025 |
4,274
shares
|
$778,509
0.28% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
4,269
shares
|
$777,598
0.28% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
4,268
shares
|
$777,416
0.7% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Oct 22, 2025 Q3 2025 |
4,266
shares
|
$777,051
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
4,249
shares
|
$773,955
0.54% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
4,241
shares
|
$772,498
0.07% of portfolio
|
Q4 2025
Added 3.72%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
4,241
shares
|
$772,498
0.05% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,239
shares
|
$772,133
0.04% of portfolio
|
Q4 2025
Reduced 11.11%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
4,236
shares
|
$771,587
0.59% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
4,224
shares
|
$769,401
0.25% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
4,219
shares
|
$768,490
0.1% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
4,216
shares
|
$767,944
0.06% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
4,215
shares
|
$767,762
0.11% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
4,205
shares
|
$765,940
0.27% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,200
shares
|
$765,030
0.09% of portfolio
|
Q1 2023
Reduced 0.24%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
4,192
shares
|
$763,572
0.51% of portfolio
|
Q4 2024
Added 1.09%
|
|