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 2,611 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 |
|---|---|---|---|---|---|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
3,574
shares
|
$651,004
0.25% of portfolio
|
Q2 2025
Added 25.14%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
3,571
shares
|
$650,457
0.01% of portfolio
|
Q2 2025
Added 14.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,571
shares
|
$650,457
0.05% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
3,570
shares
|
$650,275
0.1% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
3,553
shares
|
$647,178
0.06% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
3,550
shares
|
$646,632
0.36% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
3,541
shares
|
$644,993
0.82% of portfolio
|
Q2 2025
Reduced 13.78%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,538
shares
|
$644,446
0.36% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
3,536
shares
|
$644,082
0.03% of portfolio
|
Q3 2025
Added 104.99%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
3,518
shares
|
$640,803
0.08% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,515
shares
|
$640,257
0.06% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
3,514
shares
|
$640,075
0.06% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
3,502
shares
|
$637,889
0.08% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
3,500
shares
|
$637,525
0.12% of portfolio
|
Q3 2022
Reduced 2.78%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
3,500
shares
|
$637,525
0.06% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
3,498
shares
|
$637,160
0.07% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
3,497
shares
|
$636,978
0.07% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
3,495
shares
|
$636,614
0.13% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
3,493
shares
|
$636,249
0.15% of portfolio
|
Q2 2025
Reduced 33.79%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,490
shares
|
$635,703
0.24% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
3,487
shares
|
$635,157
0.05% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
3,478
shares
|
$633,517
0.07% of portfolio
|
Q3 2025
Added 43.25%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
3,471
shares
|
$632,242
0.17% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
3,461
shares
|
$630,421
0.08% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,459
shares
|
$630,056
0.1% of portfolio
|
Q1 2025
Added 7.32%
|