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 2,616 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 |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
6,880
shares
|
$1.25 Million
0.91% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
6,874
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
6,873
shares
|
$1.25 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
6,836
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2025
Reduced 25.64%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
6,835
shares
|
$1.24 Million
0.21% of portfolio
|
Q3 2025
Reduced 63.64%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,817
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
6,814
shares
|
$1.24 Million
0.3% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
6,794
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
6,768
shares
|
$1.23 Million
0.44% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
6,765
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
6,742
shares
|
$1.23 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
6,732
shares
|
$1.23 Million
0.18% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
6,715
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
6,714
shares
|
$1.22 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
6,711
shares
|
$1.22 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,704
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,701
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
6,688
shares
|
$1.22 Million
1.12% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
6,646
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 73.21%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,627
shares
|
$1.21 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
6,625
shares
|
$1.21 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
6,622
shares
|
$1.21 Million
0.76% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
6,613
shares
|
$1.2 Million
0.72% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
6,582
shares
|
$1.2 Million
0.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
6,580
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.99%
|