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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
55,859
shares
|
$10.2 Million
0.35% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
55,480
shares
|
$10.1 Million
0.65% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
55,375
shares
|
$10.1 Million
0.76% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
55,055
shares
|
$10 Million
6.24% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
54,774
shares
|
$9.98 Million
2.88% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
54,713
shares
|
$9.97 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
54,603
shares
|
$9.95 Million
1.18% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
54,384
shares
|
$9.91 Million
0.39% of portfolio
|
Q3 2025
Added 35.67%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
54,347
shares
|
$9.9 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
53,722
shares
|
$9.79 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
53,279
shares
|
$9.7 Million
10.93% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
53,237
shares
|
$9.7 Million
3.18% of portfolio
|
Q3 2025
Added 38.88%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
53,098
shares
|
$9.67 Million
1.63% of portfolio
|
Q1 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
53,094
shares
|
$9.67 Million
0.85% of portfolio
|
Q3 2025
Added 1578.07%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
52,889
shares
|
$9.63 Million
4.63% of portfolio
|
Q3 2025
Added 61.41%
|
|
|
Safir Wealth Advisors, LLC
|
Jan 06, 2026 Q4 2025 |
52,733
shares
|
$9.61 Million
6.9% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Vpr Management LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
52,630
shares
|
$9.59 Million
4.45% of portfolio
|
Q4 2024
Reduced 59.34%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
52,047
shares
|
$9.48 Million
0.05% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
51,929
shares
|
$9.46 Million
2.44% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
51,520
shares
|
$9.38 Million
0.04% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
51,481
shares
|
$9.38 Million
3.64% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
51,360
shares
|
$9.36 Million
1.24% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
51,029
shares
|
$9.29 Million
1.42% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
50,987
shares
|
$9.29 Million
3.8% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
50,830
shares
|
$9.26 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.41%
|
|