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 2,654 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
118,664
shares
|
$21.6 Million
0.98% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
117,336
shares
|
$21.4 Million
0.03% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 28, 2025 Q3 2025 |
117,216
shares
|
$21.4 Million
15.24% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
116,647
shares
|
$21.2 Million
2.38% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
116,204
shares
|
$21.2 Million
7.75% of portfolio
|
Q4 2023
Added 6.21%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
115,979
shares
|
$21.1 Million
0.06% of portfolio
|
Q3 2025
Added 38.94%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
115,834
shares
|
$21.1 Million
3.76% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
115,515
shares
|
$21 Million
0.98% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
114,642
shares
|
$20.9 Million
3.48% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
113,708
shares
|
$20.7 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
112,729
shares
|
$20.5 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
112,600
shares
|
$20.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
112,262
shares
|
$20.4 Million
0.45% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
111,726
shares
|
$20.4 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
111,042
shares
|
$20.2 Million
7.41% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
108,888
shares
|
$19.8 Million
0.39% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
108,593
shares
|
$19.8 Million
6.89% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
107,458
shares
|
$19.6 Million
0.07% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
107,176
shares
|
$19.5 Million
12.06% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
106,310
shares
|
$19.4 Million
0.54% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
105,583
shares
|
$19.2 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
105,520
shares
|
$19.2 Million
0.07% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
104,957
shares
|
$19.1 Million
0.64% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
103,912
shares
|
$18.9 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 17, 2025 Q3 2025 |
103,857
shares
|
$18.9 Million
14.67% of portfolio
|
Q3 2025
Added 12.03%
|
|