Stock ownership · SEC 13F · Q4 2025

VANGUARD DIVIDEND

Institutional ownership of VANGUARD DIVIDEND (CUSIP 921908844) - who holds it, how concentrated it is, and what moved last quarter.

$86.4M
Reported value
17
Institutions
91%
Top-5 share

The verdict

VANGUARD DIVIDEND is held by a moderate cross-section of institutions - 17 institutions report $86.4M in positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

17
institutions hold it
$86.4M
reported 13F value
91%
held by top 5
#93
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$86.4M

Institutional 13F value

Institutions

17

Reporting holders

Top-5 concentration

91%

Held by 5 largest

New buyers

14

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%91%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 75.0%

VANGUARD DIVIDEND is more widely held than about 75% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of VANGUARD DIVIDEND
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a VANGUARD DIVIDEND position has risen from 11 to 17 over the last 8 quarters of 13F filings.

51015202530 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 17
Distinct 13F filers holding VANGUARD DIVIDEND, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 TD Capital Management LLC 188,120 $41.3M 47.9%
2 Coastline Complete Wealth LLC 88,538 $19.5M 22.5%
3 Macco Financial Group, Inc. 48,408 $10.6M 12.3%
4 Bell Investment Advisors, Inc 19,165 $4.2M 4.9%
5 Anchor Investment Management, LLC 12,659 $2.8M 3.2%
6 Financially in Tune, LLC 9,807 $2.2M 2.5%
7 Compass Financial Services Inc 7,271 $1.6M 1.9%
8 OakTrust Wealth Advisors, LLC 5,576 $1.2M 1.4%
9 Barnes Wealth Management Group, Inc 4,890 $1.1M 1.2%
10 Astoria Portfolio Advisors LLC. 1,811 $409K 0.5%
11 Tempo Wealth, LLC 1,846 $406K 0.5%
12 BDFS Capital LLC 1,738 $382K 0.4%
13 KW WEALTH MANAGEMENT LLC 1,689 $371K 0.4%
14 Cross Staff Investments Inc 997 $219K 0.3%
15 MidFirst Bank 185 $41K 0.0%
16 CHELSEA COUNSEL CO 88 $19K 0.0%
17 Strategic Investment Solutions, Inc. /IL 71 $16K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about VANGUARD DIVIDEND

A few large holders dominate this stock’s institutional float.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put VANGUARD DIVIDEND in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold VANGUARD DIVIDEND?
VANGUARD DIVIDEND is held by 17 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of VANGUARD DIVIDEND?
Institutions report $86.4M of VANGUARD DIVIDEND as of Q4 2025.
How concentrated is ownership of VANGUARD DIVIDEND?
The top five institutional holders account for 91% of the reported institutional value in VANGUARD DIVIDEND, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of VANGUARD DIVIDEND?
TD Capital Management LLC is the largest reported holder of VANGUARD DIVIDEND with $41.3M across 188,120 shares as of Q4 2025.
Where does this VANGUARD DIVIDEND data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.