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 |
|---|---|---|---|---|---|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
3,008
shares
|
$547,907
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
3,003
shares
|
$546,996
0.26% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
3,002
shares
|
$546,814
0.02% of portfolio
|
Q3 2025
Reduced 20.37%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
3,002
shares
|
$546,814
0.2% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
3,001
shares
|
$546,632
0.12% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
3,001
shares
|
$546,632
0.09% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
3,000
shares
|
$546,450
0.27% of portfolio
|
Q3 2021
New holding
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
2,993
shares
|
$545,174
0.06% of portfolio
|
Q4 2025
Added 145.53%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,986
shares
|
$543,899
0.04% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
2,985
shares
|
$543,717
0.08% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,982
shares
|
$543,171
0.02% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
2,980
shares
|
$542,807
0.01% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
2,975
shares
|
$541,896
0.03% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
2,963
shares
|
$539,710
0.18% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
2,958
shares
|
$538,799
0.1% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
2,950
shares
|
$537,342
0.25% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
2,944
shares
|
$536,249
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,944
shares
|
$536,249
0.08% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
2,942
shares
|
$535,885
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,941
shares
|
$535,703
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,941
shares
|
$535,703
0.33% of portfolio
|
Q2 2024
Reduced 71.84%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,940
shares
|
$535,521
0.06% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
2,940
shares
|
$535,521
0.46% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,935
shares
|
$534,610
0.12% of portfolio
|
Q3 2025
Added 21.78%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
2,925
shares
|
$532,788
0.05% of portfolio
|
Q4 2025
Added 0.34%
|
|