DOSSIER · 13F Holders · Q2 2026
VDADX

VANGUARD DIVIDEND APPRECIATION INDEX ADM

5 institutions still hold VANGUARD DIVIDEND APPRECIATION INDEX ADM as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921908828·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$991K
visible holders
Holders
5
filers reporting
Concentration
48.04%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported VDADX in Q2 2026. Wealthspire Advisors, LLC leads at 48.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$476K7K0.00%Q2 2026
02
Ethos Financial Group, LLC
CIK 0001954242
$227K4K0.02%Q2 2026
03
Dempze Nancy E
CIK 0001592614
$209K3K0.10%Q2 2026
04
Financial Gravity Companies, Inc.
CIK 0001377167
$41K6430.01%Q2 2026
05
Financial Gravity Asset Management, Inc.
CIK 0001741736
$37K6410.01%Q1 2026