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 2,665 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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,677
shares
|
$487,615
0.1% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
2,673
shares
|
$486,886
0.01% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
2,671
shares
|
$486,522
0.01% of portfolio
|
Q3 2025
Added 36.55%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
2,665
shares
|
$485,429
0.12% of portfolio
|
Q4 2025
Reduced 3.34%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
2,662
shares
|
$484,883
0.3% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
2,656
shares
|
$483,790
0.22% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,653
shares
|
$483,243
0.17% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,652
shares
|
$483,061
0.06% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,650
shares
|
$482,697
0.12% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,650
shares
|
$482,697
0.36% of portfolio
|
Q3 2024
Reduced 34.44%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
2,647
shares
|
$482,151
0.06% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
2,645
shares
|
$481,786
0.08% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,642
shares
|
$481,240
0.17% of portfolio
|
Q1 2023
Added 2.88%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
2,640
shares
|
$480,876
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
2,639
shares
|
$480,693
0.02% of portfolio
|
Q2 2025
Added 33.15%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
2,638
shares
|
$480,511
0.18% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
2,636
shares
|
$480,147
0.07% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,620
shares
|
$477,233
0.03% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
2,619
shares
|
$477,050
0.02% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
2,619
shares
|
$477,050
0.32% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,613
shares
|
$475,957
0.22% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
2,609
shares
|
$475,229
0.24% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
2,607
shares
|
$474,865
0.04% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
2,601
shares
|
$473,772
0.07% of portfolio
|
Q4 2025
Added 195.57%
|
|
|
Mad River Investors
|
Oct 14, 2025 Q3 2025 |
2,600
shares
|
$473,590
0.24% of portfolio
|
Q3 2025
Reduced 58.06%
|
|