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 259 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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
25,851
shares
|
$4.71 Million
2.79% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,822
shares
|
$4.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
25,596
shares
|
$4.66 Million
2.07% of portfolio
|
Q2 2022
Reduced 71.61%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
25,497
shares
|
$4.64 Million
2.21% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
25,464
shares
|
$4.64 Million
1.31% of portfolio
|
Q3 2025
Added 32.42%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
25,427
shares
|
$4.63 Million
1.13% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
25,405
shares
|
$4.63 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
25,328
shares
|
$4.61 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
25,230
shares
|
$4.6 Million
4.2% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
25,136
shares
|
$4.58 Million
0.25% of portfolio
|
Q2 2025
Reduced 60.21%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
25,135
shares
|
$4.58 Million
1.03% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
25,026
shares
|
$4.56 Million
3.14% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
25,000
shares
|
$4.55 Million
2.55% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
24,895
shares
|
$4.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
24,832
shares
|
$4.52 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Vigilare Wealth Management
|
Oct 01, 2025 Q3 2025 |
24,828
shares
|
$4.52 Million
1.93% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
24,518
shares
|
$4.47 Million
1.24% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
24,379
shares
|
$4.44 Million
1.87% of portfolio
|
Q2 2025
Added 38.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
24,321
shares
|
$4.43 Million
0.17% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
24,195
shares
|
$4.41 Million
1.93% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
24,149
shares
|
$4.4 Million
0.14% of portfolio
|
Q2 2025
Added 84.63%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
24,094
shares
|
$4.39 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
24,089
shares
|
$4.39 Million
5.04% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
24,038
shares
|
$4.38 Million
0.44% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
24,036
shares
|
$4.38 Million
2.86% of portfolio
|
Q3 2025
Reduced 26.74%
|