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 2,610 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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
45,656
shares
|
$8.32 Million
1.38% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
45,631
shares
|
$8.31 Million
4.57% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
45,612
shares
|
$8.31 Million
3.04% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
45,395
shares
|
$8.27 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
45,156
shares
|
$8.23 Million
0.3% of portfolio
|
Q3 2025
Reduced 50.76%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
45,045
shares
|
$8.2 Million
2.09% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
44,941
shares
|
$8.19 Million
5.61% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
44,908
shares
|
$8.18 Million
0.69% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
44,840
shares
|
$8.17 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
44,828
shares
|
$8.17 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
44,452
shares
|
$8.1 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
44,367
shares
|
$8.08 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
44,243
shares
|
$8.06 Million
5.4% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
44,195
shares
|
$8.05 Million
0.13% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
44,169
shares
|
$8.05 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
44,130
shares
|
$8.04 Million
0.3% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
44,126
shares
|
$8.04 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
43,940
shares
|
$8 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
43,703
shares
|
$7.96 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
43,645
shares
|
$7.95 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
43,591
shares
|
$7.94 Million
5.86% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
43,544
shares
|
$7.93 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
43,409
shares
|
$7.91 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
43,270
shares
|
$7.88 Million
1.13% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
43,171
shares
|
$7.86 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.82%
|