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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,708
shares
|
$311,112
0.05% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
1,707
shares
|
$310,930
0.13% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
1,705
shares
|
$310,565
0.08% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,700
shares
|
$309,655
0.03% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
1,696
shares
|
$308,926
0.06% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,689
shares
|
$307,651
0.05% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
1,689
shares
|
$307,651
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
1,688
shares
|
$307,469
0.12% of portfolio
|
Q3 2025
Reduced 43.15%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,671
shares
|
$304,372
0.06% of portfolio
|
Q3 2025
Added 119.29%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
1,668
shares
|
$303,826
0.12% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Wincap Financial LLC
Boston, MA |
Jan 14, 2026 Q4 2025 |
1,666
shares
|
$303,461
0.25% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,664
shares
|
$303,097
0.08% of portfolio
|
Q3 2024
Added 40.3%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
1,663
shares
|
$302,915
0.18% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
1,662
shares
|
$302,733
0.16% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
1,659
shares
|
$302,186
0.21% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
1,653
shares
|
$301,093
0.06% of portfolio
|
Q4 2025
Reduced 2.36%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
1,651
shares
|
$300,729
0.02% of portfolio
|
Q4 2024
Added 42.82%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
1,647
shares
|
$300,001
0.06% of portfolio
|
Q3 2025
Added 26.69%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1,640
shares
|
$298,726
0.05% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
1,640
shares
|
$298,726
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
1,639
shares
|
$298,543
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
1,635
shares
|
$297,815
0.05% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
1,634
shares
|
$297,633
0.27% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
1,632
shares
|
$297,268
0.03% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,632
shares
|
$297,268
0.11% of portfolio
|
Q3 2023
New holding
|
|