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 |
|---|---|---|---|---|---|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
3,943
shares
|
$718,217
0.16% of portfolio
|
Q2 2023
Added 7.79%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,941
shares
|
$717,853
0.09% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
3,926
shares
|
$715,120
0.04% of portfolio
|
Q3 2025
Added 17.83%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
3,923
shares
|
$714,574
0.21% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
3,904
shares
|
$711,113
0.22% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,888
shares
|
$708,199
0.11% of portfolio
|
Q4 2025
Added 1.99%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,878
shares
|
$706,377
0.04% of portfolio
|
Q2 2022
Reduced 20.17%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
3,870
shares
|
$704,920
0.09% of portfolio
|
Q4 2025
Added 6.99%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
3,870
shares
|
$704,920
0.09% of portfolio
|
Q1 2025
Reduced 79.86%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
3,867
shares
|
$704,374
0.11% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
3,855
shares
|
$702,188
0.02% of portfolio
|
Q4 2025
Reduced 4.7%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,853
shares
|
$701,823
0.05% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
3,851
shares
|
$701,459
0.46% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
3,850
shares
|
$701,277
0.56% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
3,846
shares
|
$700,548
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
3,840
shares
|
$699,456
0.1% of portfolio
|
Q4 2025
Reduced 9.5%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,822
shares
|
$696,177
0.02% of portfolio
|
Q4 2023
Added 1.33%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
3,814
shares
|
$694,720
0.02% of portfolio
|
Q3 2025
Reduced 17.57%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
3,810
shares
|
$693,991
0.3% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,806
shares
|
$693,262
0.04% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
3,802
shares
|
$692,534
0.19% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
3,800
shares
|
$692,170
0.39% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
3,799
shares
|
$691,987
0.06% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
3,768
shares
|
$686,341
0.79% of portfolio
|
Q2 2025
Reduced 53.35%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
3,765
shares
|
$685,794
0.03% of portfolio
|
Q3 2025
Added 7.97%
|
|