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 |
|---|---|---|---|---|---|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
22,553
shares
|
$4.11 Million
2.78% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
22,443
shares
|
$4.09 Million
1.54% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
22,386
shares
|
$4.08 Million
0.96% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
22,364
shares
|
$4.07 Million
0.93% of portfolio
|
Q2 2022
Reduced 51.44%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
22,343
shares
|
$4.07 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
22,319
shares
|
$4.07 Million
0.79% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
22,226
shares
|
$4.05 Million
0.47% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
22,163
shares
|
$4.04 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
22,114
shares
|
$4.03 Million
1.89% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
22,110
shares
|
$4.03 Million
12.57% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
21,999
shares
|
$4.01 Million
1.08% of portfolio
|
Q3 2025
Added 30.94%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,995
shares
|
$4.01 Million
0.02% of portfolio
|
Q4 2022
Added 1.99%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
21,912
shares
|
$3.99 Million
2.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
21,850
shares
|
$3.98 Million
1.13% of portfolio
|
Q2 2025
Reduced 24.83%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
21,831
shares
|
$3.98 Million
0.89% of portfolio
|
Q3 2025
Added 34.22%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
21,745
shares
|
$3.96 Million
2.28% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
21,603
shares
|
$3.93 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
21,458
shares
|
$3.91 Million
0.94% of portfolio
|
Q3 2025
Added 18.98%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
21,456
shares
|
$3.91 Million
2.35% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,452
shares
|
$3.91 Million
0.61% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,390
shares
|
$3.9 Million
2.5% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
21,381
shares
|
$3.89 Million
0.65% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
21,335
shares
|
$3.89 Million
0.62% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
21,243
shares
|
$3.87 Million
1.57% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
21,235
shares
|
$3.87 Million
1.23% of portfolio
|
Q3 2025
Added 0.62%
|