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 2,608 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 |
|---|---|---|---|---|---|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
346,590
shares
|
$63.1 Million
27.56% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
346,053
shares
|
$63 Million
0.65% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
342,646
shares
|
$62.4 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
331,166
shares
|
$60.3 Million
21.39% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
326,402
shares
|
$59.5 Million
0.32% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
325,857
shares
|
$59.4 Million
3.78% of portfolio
|
Q3 2022
Added 2.38%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
324,150
shares
|
$59 Million
1.92% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
322,811
shares
|
$58.8 Million
0.54% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
322,371
shares
|
$58.7 Million
8.99% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
319,407
shares
|
$58.2 Million
0.81% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
311,885
shares
|
$56.8 Million
11.43% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
310,588
shares
|
$56.6 Million
12.5% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
299,135
shares
|
$54.5 Million
2.68% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
286,540
shares
|
$52.2 Million
4.75% of portfolio
|
Q3 2022
Added 0.9%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
283,089
shares
|
$51.6 Million
6.1% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
279,204
shares
|
$50.9 Million
5.25% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
278,828
shares
|
$50.8 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
277,302
shares
|
$50.5 Million
9.14% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
276,035
shares
|
$50.3 Million
3.55% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
274,684
shares
|
$50 Million
7.89% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
269,307
shares
|
$49.1 Million
3.19% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
267,604
shares
|
$48.7 Million
6.86% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
265,569
shares
|
$48.4 Million
0.42% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
262,020
shares
|
$47.7 Million
12.27% of portfolio
|
Q2 2024
Added 11.84%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
260,434
shares
|
$47.4 Million
9.26% of portfolio
|
Q4 2023
New holding
|