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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
39,774
shares
|
$7.24 Million
0.23% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
39,676
shares
|
$7.23 Million
0.71% of portfolio
|
Q2 2025
Added 98.93%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
39,665
shares
|
$7.22 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
39,279
shares
|
$7.15 Million
0.49% of portfolio
|
Q4 2022
Added 18.42%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
39,145
shares
|
$7.13 Million
1.63% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Tide Cove Capital Partners LLC
San Diego, CA |
Jul 29, 2025 Q2 2025 |
38,986
shares
|
$7.1 Million
6.44% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
38,837
shares
|
$7.07 Million
5.98% of portfolio
|
Q4 2022
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
38,799
shares
|
$7.07 Million
2.08% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
38,670
shares
|
$7.04 Million
4.28% of portfolio
|
Q3 2022
Added 824.46%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
38,608
shares
|
$7.03 Million
1.84% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
38,577
shares
|
$7.03 Million
0.35% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
38,534
shares
|
$7.02 Million
3.38% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
38,433
shares
|
$7 Million
6.28% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
38,351
shares
|
$6.99 Million
0.05% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Rovin Capital
|
Oct 17, 2025 Q3 2025 |
38,333
shares
|
$6.98 Million
2.38% of portfolio
|
Q2 2025
Reduced 45.78%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
38,129
shares
|
$6.95 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
38,068
shares
|
$6.93 Million
3.16% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
38,050
shares
|
$6.93 Million
0.71% of portfolio
|
Q2 2023
Reduced 12.88%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
37,941
shares
|
$6.91 Million
0.31% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
37,808
shares
|
$6.89 Million
0.51% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
37,716
shares
|
$6.87 Million
2.49% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
37,585
shares
|
$6.85 Million
2.12% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
37,482
shares
|
$6.83 Million
0.45% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
37,381
shares
|
$6.81 Million
3.82% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
37,321
shares
|
$6.8 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.28%
|