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 2,608 institutions that hold shares in the stock, with a total of 258 Million shares, which have been reported (via 13F filing form) to have a value of $47.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
69,896
shares
|
$12.7 Million
0.31% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
69,800
shares
|
$12.7 Million
2.44% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
69,425
shares
|
$12.6 Million
0.3% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
69,366
shares
|
$12.6 Million
2.85% of portfolio
|
Q2 2025
Reduced 22.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
68,583
shares
|
$12.5 Million
0.29% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
68,581
shares
|
$12.5 Million
0.93% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
68,430
shares
|
$12.5 Million
0.78% of portfolio
|
Q4 2022
Added 22.18%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
68,379
shares
|
$12.5 Million
0.22% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
68,243
shares
|
$12.4 Million
0.41% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
68,159
shares
|
$12.4 Million
7.1% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
68,074
shares
|
$12.4 Million
5.88% of portfolio
|
Q1 2023
Added 565.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,040
shares
|
$12.4 Million
0.27% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
67,828
shares
|
$12.4 Million
0.27% of portfolio
|
Q3 2022
Added 99.77%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
67,608
shares
|
$12.3 Million
3.44% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
67,300
shares
|
$12.3 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
67,031
shares
|
$12.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 56.73%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
66,579
shares
|
$12.1 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
66,199
shares
|
$12.1 Million
10.37% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
65,929
shares
|
$12 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
65,522
shares
|
$11.9 Million
0.25% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
64,805
shares
|
$11.8 Million
1.58% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
64,713
shares
|
$11.8 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
64,493
shares
|
$11.7 Million
0.16% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
64,154
shares
|
$11.7 Million
12.98% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
64,053
shares
|
$11.7 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.56%
|