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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
3,652
shares
|
$665,211
0.02% of portfolio
|
Q4 2025
Reduced 14.99%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,652
shares
|
$665,211
0.04% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 15, 2026 Q4 2025 |
3,652
shares
|
$665,211
0.58% of portfolio
|
Q2 2025
Reduced 27.95%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
3,651
shares
|
$665,029
0.04% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,643
shares
|
$663,572
0.11% of portfolio
|
Q4 2025
Reduced 36.22%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,635
shares
|
$662,115
0.16% of portfolio
|
Q4 2023
Reduced 1.36%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
3,629
shares
|
$661,022
0.25% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
3,599
shares
|
$655,557
0.19% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
3,596
shares
|
$655,011
0.01% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
3,589
shares
|
$653,736
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
3,586
shares
|
$653,189
0.17% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
3,584
shares
|
$652,825
0.49% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
3,573
shares
|
$650,821
0.18% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
3,570
shares
|
$650,275
0.1% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
3,568
shares
|
$649,911
0.26% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
3,567
shares
|
$649,729
0.05% of portfolio
|
Q4 2025
Reduced 12.36%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,564
shares
|
$649,182
0.04% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
3,553
shares
|
$647,178
0.06% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
3,550
shares
|
$646,632
0.33% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
3,541
shares
|
$644,993
0.82% of portfolio
|
Q2 2025
Reduced 13.78%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,538
shares
|
$644,446
0.36% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,536
shares
|
$644,082
0.03% of portfolio
|
Q3 2025
Added 104.99%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 16, 2026 Q4 2025 |
3,535
shares
|
$643,900
0.06% of portfolio
|
Q4 2025
Added 0.6%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
3,534
shares
|
$643,718
0.17% of portfolio
|
Q3 2025
Reduced 62.22%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
3,533
shares
|
$643,535
0.51% of portfolio
|
Q3 2025
Added 5.84%
|
|