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 |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,143
shares
|
$390,347
0.1% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,137
shares
|
$389,254
0.08% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,126
shares
|
$387,250
0.04% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Nov 06, 2025 Q3 2025 |
2,120
shares
|
$386,158
0.35% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,115
shares
|
$385,247
0.01% of portfolio
|
Q1 2024
Reduced 11.95%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,114
shares
|
$385,065
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,107
shares
|
$383,790
0.12% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
2,107
shares
|
$383,790
0.09% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
2,103
shares
|
$383,061
0.02% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,101
shares
|
$382,697
1.76% of portfolio
|
Q3 2022
Reduced 63.74%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
2,098
shares
|
$382,150
0.13% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,096
shares
|
$381,786
0.13% of portfolio
|
Q3 2025
Added 39.64%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
2,091
shares
|
$380,875
0.4% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
2,090
shares
|
$380,693
0.07% of portfolio
|
Q2 2025
Added 38.96%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
2,079
shares
|
$378,689
0.03% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
2,074
shares
|
$377,779
0.05% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
2,072
shares
|
$377,414
0.16% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,070
shares
|
$377,050
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
2,070
shares
|
$377,050
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
2,067
shares
|
$376,504
0.24% of portfolio
|
Q2 2025
Added 42.06%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,066
shares
|
$376,321
0.11% of portfolio
|
Q4 2025
Added 23.86%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
2,065
shares
|
$376,139
0.06% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
2,064
shares
|
$375,957
0.04% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,063
shares
|
$375,775
0.31% of portfolio
|
Q4 2023
Reduced 7.94%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,061
shares
|
$375,411
0.09% of portfolio
|
Q3 2025
Reduced 5.28%
|
|