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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
3,288
shares
|
$598,909
0.05% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Oct 22, 2025 Q3 2025 |
3,286
shares
|
$598,544
0.07% of portfolio
|
Q2 2025
Reduced 50.53%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
3,282
shares
|
$597,816
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
3,278
shares
|
$597,087
0.04% of portfolio
|
Q2 2023
Added 66.14%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,251
shares
|
$592,169
0.01% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,250
shares
|
$591,987
0.04% of portfolio
|
Q2 2025
Added 17.97%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,249
shares
|
$591,805
0.07% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
3,241
shares
|
$590,348
0.04% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
3,236
shares
|
$589,437
0.17% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
3,226
shares
|
$587,615
0.15% of portfolio
|
Q3 2025
Added 44.08%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
3,221
shares
|
$586,705
0.02% of portfolio
|
Q1 2024
Reduced 8.52%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
3,218
shares
|
$586,158
0.0% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
3,216
shares
|
$585,794
0.48% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
3,201
shares
|
$583,062
0.02% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
3,196
shares
|
$582,151
0.03% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,194
shares
|
$581,787
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
3,193
shares
|
$581,604
0.35% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
3,192
shares
|
$581,422
0.14% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
3,179
shares
|
$579,054
0.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
3,176
shares
|
$578,508
0.32% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,173
shares
|
$577,961
0.11% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
3,171
shares
|
$577,597
0.2% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
3,169
shares
|
$577,233
0.33% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,162
shares
|
$575,958
0.21% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
3,155
shares
|
$574,683
0.36% of portfolio
|
Q3 2025
Reduced 0.97%
|