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
According to SEC Form 13F-HR filings in this corpus, VANGUARD DIVIDEND ranks #149 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 17 institutions report $86.4M 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
- #149
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, VANGUARD DIVIDEND ranks #149 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 921908844 · Q4 2025 $86M reported
VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-HEAVY #149/775
- HOLDERS-NARROW 17 filers
- CONC-DOM 91% top-5
- PHOTO-FINISH NEXTERA ENERGY
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: NEXTERA ENERGY INC
Read with: Ownership concentration guide - VANGUARD DIVIDEND's top-five holders account for 91% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · VANGUARD DIVIDEND
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
VANGUARD DIVIDEND vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
17 Top 25% higher than 75% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 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.
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% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD DIVIDEND's reported holders for Q4 2025, by reported value:
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for VANGUARD DIVIDEND: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($86.4M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (17 here).
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.