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 2,659 institutions that hold shares in the stock, with a total of 226 Million shares, which have been reported (via 13F filing form) to have a value of $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
69,726
shares
|
$12.7 Million
0.65% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
69,425
shares
|
$12.6 Million
0.3% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
69,211
shares
|
$12.6 Million
0.27% of portfolio
|
Q3 2025
Reduced 32.58%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
69,087
shares
|
$12.6 Million
0.32% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
68,780
shares
|
$12.5 Million
2.64% of portfolio
|
Q3 2025
Reduced 16.46%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
68,760
shares
|
$12.5 Million
1.54% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
68,430
shares
|
$12.5 Million
0.78% of portfolio
|
Q4 2022
Added 22.18%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
68,326
shares
|
$12.4 Million
2.09% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
68,074
shares
|
$12.4 Million
5.88% of portfolio
|
Q1 2023
Added 565.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,040
shares
|
$12.4 Million
0.27% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
68,000
shares
|
$12.4 Million
0.25% of portfolio
|
Q3 2025
Reduced 14.48%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
67,828
shares
|
$12.4 Million
0.27% of portfolio
|
Q3 2022
Added 99.77%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
67,822
shares
|
$12.4 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
67,664
shares
|
$12.3 Million
6.56% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
67,608
shares
|
$12.3 Million
3.44% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
67,031
shares
|
$12.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 56.73%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
66,789
shares
|
$12.2 Million
10.26% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
66,526
shares
|
$12.1 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
66,191
shares
|
$12.1 Million
2.0% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
65,587
shares
|
$11.9 Million
0.26% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
65,522
shares
|
$11.9 Million
0.25% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
64,995
shares
|
$11.8 Million
0.09% of portfolio
|
Q3 2025
Added 13.25%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
64,881
shares
|
$11.8 Million
2.03% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
64,848
shares
|
$11.8 Million
0.14% of portfolio
|
Q3 2025
Added 31.58%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
64,713
shares
|
$11.8 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.58%
|
|