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 |
|---|---|---|---|---|---|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
1,761
shares
|
$320,766
0.07% of portfolio
|
Q4 2025
Reduced 6.68%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
1,760
shares
|
$320,584
0.15% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,758
shares
|
$320,219
0.04% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
1,757
shares
|
$320,037
0.15% of portfolio
|
Q3 2025
Reduced 16.89%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
1,756
shares
|
$319,855
0.09% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
1,756
shares
|
$319,855
0.31% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 12, 2026 Q4 2025 |
1,756
shares
|
$319,855
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
1,752
shares
|
$319,126
0.17% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
1,748
shares
|
$318,398
0.07% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
1,745
shares
|
$317,851
0.11% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
1,745
shares
|
$317,851
0.28% of portfolio
|
Q4 2025
Added 0.98%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
1,743
shares
|
$317,487
0.07% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
1,741
shares
|
$317,123
0.09% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
1,740
shares
|
$316,941
0.13% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,739
shares
|
$316,758
0.15% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,738
shares
|
$316,576
0.21% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
1,737
shares
|
$316,394
0.05% of portfolio
|
Q4 2025
Added 4.14%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
1,736
shares
|
$316,212
0.06% of portfolio
|
Q3 2025
Added 46.5%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
1,734
shares
|
$315,848
0.01% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
1,731
shares
|
$315,301
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
1,730
shares
|
$315,119
0.37% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,721
shares
|
$313,480
0.39% of portfolio
|
Q3 2022
Reduced 23.1%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
1,713
shares
|
$312,022
0.26% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
1,710
shares
|
$311,476
0.05% of portfolio
|
Q1 2024
Reduced 47.79%
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
1,709
shares
|
$311,294
0.15% of portfolio
|
Q4 2022
New holding
|
|