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 |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
971
shares
|
$176,867
0.02% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Morangie Management LLC
New York, NY |
Oct 03, 2025 Q3 2025 |
970
shares
|
$176,685
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
965
shares
|
$175,774
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
960
shares
|
$174,864
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
959
shares
|
$174,681
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
959
shares
|
$174,681
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
954
shares
|
$173,771
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
954
shares
|
$173,771
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
952
shares
|
$173,406
0.01% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
951
shares
|
$173,224
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
950
shares
|
$173,042
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
949
shares
|
$172,860
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
948
shares
|
$172,678
0.09% of portfolio
|
Q2 2022
Added 2.05%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
943
shares
|
$171,767
0.1% of portfolio
|
Q3 2025
Reduced 47.52%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
942
shares
|
$171,585
0.05% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
938
shares
|
$170,856
0.12% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
935
shares
|
$170,310
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
933
shares
|
$169,945
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
931
shares
|
$169,581
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
930
shares
|
$169,399
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
930
shares
|
$169,399
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
928
shares
|
$169,035
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
927
shares
|
$168,853
0.02% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
927
shares
|
$168,853
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Jan 08, 2026 Q4 2025 |
915
shares
|
$166,667
0.15% of portfolio
|
Q4 2025
New holding
|
|