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 |
|---|---|---|---|---|---|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,763
shares
|
$685,430
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
3,760
shares
|
$684,884
0.05% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,760
shares
|
$684,884
0.0% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
3,750
shares
|
$683,062
0.29% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,749
shares
|
$682,880
0.73% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,748
shares
|
$682,698
0.32% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
3,747
shares
|
$682,516
0.04% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
3,742
shares
|
$681,605
0.67% of portfolio
|
Q4 2025
Reduced 4.1%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
3,738
shares
|
$680,876
0.06% of portfolio
|
Q3 2025
Added 34.17%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
3,718
shares
|
$677,233
0.2% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
3,717
shares
|
$677,051
0.45% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
3,714
shares
|
$676,505
0.04% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
3,711
shares
|
$675,958
0.25% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
3,703
shares
|
$674,501
0.45% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
3,700
shares
|
$673,955
0.04% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
3,697
shares
|
$673,408
0.24% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
3,693
shares
|
$672,679
0.06% of portfolio
|
Q4 2025
Added 12.32%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
3,688
shares
|
$671,769
0.06% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
3,677
shares
|
$669,765
0.13% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
3,671
shares
|
$668,672
0.04% of portfolio
|
Q3 2025
Added 24.23%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
3,670
shares
|
$668,490
0.27% of portfolio
|
Q4 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
3,663
shares
|
$667,215
0.07% of portfolio
|
Q4 2025
Reduced 66.56%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
3,660
shares
|
$666,669
0.49% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
3,657
shares
|
$666,122
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
3,656
shares
|
$665,940
0.26% of portfolio
|
Q3 2025
Added 2.04%
|
|