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 2,612 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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
14,650
shares
|
$2.67 Million
0.42% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
14,609
shares
|
$2.66 Million
1.17% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
14,560
shares
|
$2.65 Million
0.1% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
14,490
shares
|
$2.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
14,428
shares
|
$2.63 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,424
shares
|
$2.63 Million
0.16% of portfolio
|
Q4 2023
Reduced 2.92%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
14,394
shares
|
$2.62 Million
1.33% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
14,367
shares
|
$2.62 Million
0.35% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
14,327
shares
|
$2.61 Million
0.82% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
14,301
shares
|
$2.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
14,297
shares
|
$2.6 Million
0.49% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
14,251
shares
|
$2.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
14,200
shares
|
$2.59 Million
0.09% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
14,166
shares
|
$2.58 Million
0.09% of portfolio
|
Q2 2025
Added 30.13%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
14,146
shares
|
$2.58 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
14,142
shares
|
$2.58 Million
2.45% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
14,105
shares
|
$2.57 Million
0.3% of portfolio
|
Q2 2025
Added 229.94%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
14,052
shares
|
$2.56 Million
6.17% of portfolio
|
Q4 2024
New holding
|
|
|
Bath Savings Trust CO
|
Oct 09, 2025 Q3 2025 |
13,945
shares
|
$2.54 Million
0.25% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
13,938
shares
|
$2.54 Million
0.46% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
13,930
shares
|
$2.54 Million
0.17% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
13,930
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2025
Added 123.92%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
13,855
shares
|
$2.52 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
13,845
shares
|
$2.52 Million
0.77% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
13,791
shares
|
$2.51 Million
0.15% of portfolio
|
Q2 2025
Reduced 15.86%
|