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 |
|---|---|---|---|---|---|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,242
shares
|
$226,230
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
1,239
shares
|
$225,683
0.12% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
1,231
shares
|
$224,226
0.04% of portfolio
|
Q4 2025
Added 26.26%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
1,230
shares
|
$224,044
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
1,229
shares
|
$223,862
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
1,228
shares
|
$223,680
0.03% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
1,228
shares
|
$223,680
0.07% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
1,225
shares
|
$223,133
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,214
shares
|
$221,130
0.02% of portfolio
|
Q3 2025
Reduced 12.91%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
1,213
shares
|
$220,947
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
1,211
shares
|
$220,583
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
1,211
shares
|
$220,583
0.06% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
1,211
shares
|
$220,583
0.03% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
1,208
shares
|
$220,037
0.01% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
1,208
shares
|
$220,037
0.12% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
1,207
shares
|
$219,855
0.09% of portfolio
|
Q4 2025
Reduced 5.04%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,205
shares
|
$219,490
0.18% of portfolio
|
Q1 2024
Reduced 10.41%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
1,204
shares
|
$219,308
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
1,203
shares
|
$219,126
0.01% of portfolio
|
Q3 2025
Reduced 20.7%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
1,198
shares
|
$218,215
0.08% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
1,198
shares
|
$218,215
0.1% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
1,197
shares
|
$218,033
0.01% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
1,190
shares
|
$216,758
0.05% of portfolio
|
Q4 2024
Reduced 23.47%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
1,189
shares
|
$216,576
0.11% of portfolio
|
Q4 2025
Reduced 1.82%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Nov 05, 2025 Q3 2025 |
1,187
shares
|
$216,212
0.05% of portfolio
|
Q4 2024
New holding
|
|