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 |
|---|---|---|---|---|---|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
1,239
shares
|
$225,683
0.04% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,239
shares
|
$225,683
0.13% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 06, 2025 Q3 2025 |
1,229
shares
|
$223,862
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
1,228
shares
|
$223,680
0.03% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
1,228
shares
|
$223,680
0.07% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
1,226
shares
|
$223,315
0.01% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
1,225
shares
|
$223,133
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
1,224
shares
|
$222,951
0.13% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
1,217
shares
|
$221,676
0.07% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,214
shares
|
$221,130
0.05% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
1,211
shares
|
$220,583
0.09% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
1,211
shares
|
$220,583
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
1,208
shares
|
$220,037
0.01% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,205
shares
|
$219,490
0.2% of portfolio
|
Q1 2024
Reduced 10.41%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
1,204
shares
|
$219,308
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
1,203
shares
|
$219,126
0.13% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
1,198
shares
|
$218,215
0.08% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
1,197
shares
|
$218,033
0.01% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
1,190
shares
|
$216,758
0.06% of portfolio
|
Q4 2024
Reduced 23.47%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
1,187
shares
|
$216,212
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,187
shares
|
$216,212
0.1% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
1,186
shares
|
$216,029
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
1,183
shares
|
$215,483
0.07% of portfolio
|
Q1 2025
Reduced 24.46%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
1,183
shares
|
$215,483
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
1,179
shares
|
$214,754
0.03% of portfolio
|
Q3 2025
Added 0.34%
|