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 |
|---|---|---|---|---|---|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
1,350
shares
|
$245,902
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,349
shares
|
$245,720
0.04% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,346
shares
|
$245,173
0.12% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
1,343
shares
|
$244,627
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
1,343
shares
|
$244,627
0.09% of portfolio
|
Q4 2025
Added 8.05%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,342
shares
|
$244,445
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
1,342
shares
|
$244,445
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 15, 2025 Q3 2025 |
1,340
shares
|
$244,081
0.15% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
1,339
shares
|
$243,898
0.08% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
1,338
shares
|
$243,716
0.05% of portfolio
|
Q4 2022
Reduced 19.78%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
1,336
shares
|
$243,352
0.05% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
1,336
shares
|
$243,352
0.05% of portfolio
|
Q3 2025
Reduced 23.48%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
1,335
shares
|
$243,170
0.31% of portfolio
|
Q3 2025
Reduced 22.97%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
1,332
shares
|
$242,623
0.08% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Iam Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,329
shares
|
$242,077
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
1,328
shares
|
$241,895
0.03% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
1,324
shares
|
$241,166
0.08% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
1,324
shares
|
$241,166
0.03% of portfolio
|
Q3 2025
Reduced 12.95%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
1,323
shares
|
$240,984
0.07% of portfolio
|
Q4 2024
Reduced 14.76%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
1,321
shares
|
$240,620
0.14% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
1,321
shares
|
$240,620
0.08% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
1,320
shares
|
$240,438
0.1% of portfolio
|
Q4 2023
Reduced 3.15%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
1,314
shares
|
$239,345
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
1,312
shares
|
$238,980
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,311
shares
|
$238,798
0.03% of portfolio
|
Q3 2025
Added 0.31%
|
|