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 |
|---|---|---|---|---|---|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
3,867
shares
|
$704,374
0.11% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
3,855
shares
|
$702,188
0.58% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,853
shares
|
$701,823
0.05% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
3,846
shares
|
$700,548
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,822
shares
|
$696,177
0.02% of portfolio
|
Q4 2023
Added 1.33%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
3,821
shares
|
$695,995
0.35% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,814
shares
|
$694,720
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
3,812
shares
|
$694,355
0.11% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,806
shares
|
$693,262
0.04% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
3,802
shares
|
$692,534
0.19% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
3,799
shares
|
$691,987
0.06% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
3,797
shares
|
$691,623
0.04% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,784
shares
|
$689,255
0.73% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
3,768
shares
|
$686,341
0.81% of portfolio
|
Q2 2025
Reduced 53.35%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
3,765
shares
|
$685,794
0.03% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,762
shares
|
$685,248
0.06% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
3,760
shares
|
$684,884
0.05% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
3,759
shares
|
$684,701
0.3% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,748
shares
|
$682,698
0.32% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
3,738
shares
|
$680,876
0.06% of portfolio
|
Q3 2025
Added 34.17%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Aug 05, 2025 Q2 2025 |
3,730
shares
|
$679,419
0.76% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
3,718
shares
|
$677,233
0.2% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
3,717
shares
|
$677,051
0.45% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,714
shares
|
$676,505
0.04% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
3,711
shares
|
$675,958
0.25% of portfolio
|
Q3 2025
Added 3.83%
|