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 |
|---|---|---|---|---|---|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
2,061
shares
|
$375,411
0.05% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
2,055
shares
|
$374,318
0.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
2,054
shares
|
$374,136
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
2,053
shares
|
$373,953
0.15% of portfolio
|
Q3 2025
Added 16.58%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
2,050
shares
|
$373,407
0.08% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
2,050
shares
|
$373,407
0.1% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
2,050
shares
|
$373,407
0.1% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
2,045
shares
|
$372,496
0.08% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
2,037
shares
|
$371,039
0.03% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
2,036
shares
|
$370,857
0.13% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
2,036
shares
|
$370,857
0.08% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
2,036
shares
|
$370,857
0.29% of portfolio
|
Q3 2025
Added 23.77%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
2,035
shares
|
$370,675
0.12% of portfolio
|
Q3 2025
Reduced 38.59%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
2,033
shares
|
$370,310
0.06% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
2,025
shares
|
$368,853
0.15% of portfolio
|
Q3 2025
Reduced 27.65%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
2,023
shares
|
$368,489
0.06% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jan 06, 2026 Q4 2025 |
2,019
shares
|
$367,760
0.36% of portfolio
|
Q4 2025
Reduced 5.48%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
2,018
shares
|
$367,578
0.21% of portfolio
|
Q4 2025
Added 16.31%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
2,015
shares
|
$367,032
0.3% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,015
shares
|
$367,032
0.04% of portfolio
|
Q3 2022
Reduced 6.28%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
2,003
shares
|
$364,846
0.01% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$364,300
0.19% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
1,986
shares
|
$361,749
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
1,984
shares
|
$361,385
0.24% of portfolio
|
Q3 2025
Reduced 21.77%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
1,982
shares
|
$361,021
0.19% of portfolio
|
Q3 2025
Added 0.2%
|
|