Stock ownership · SEC 13F · Q4 2025
VANGUARD HIGH DIVIDEND
A breakdown of VANGUARD HIGH DIVIDEND's institutional base (CUSIP 921946406): the holders, the concentration among them, and what changed last quarter.
- $34.4M
- Reported value
- 14
- Institutions
- 84%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, VANGUARD HIGH DIVIDEND ranks #263 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 14 institutions report $34.4M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 14
- institutions hold it
- $34.4M
- reported 13F value
- 84%
- held by top 5
- #263
- 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 HIGH DIVIDEND ranks #263 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 921946406 · Q4 2025 $34M reported
VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-MID #263/775
- HOLDERS-NARROW 14 filers
- CONC-DOM 84% top-5
- PHOTO-FINISH ISHARES TR
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ISHARES TR
Read with: Ownership concentration guide - VANGUARD HIGH DIVIDEND's top-five holders account for 84% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · VANGUARD HIGH DIVIDEND
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
VANGUARD HIGH DIVIDEND vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
14 Top 39% higher than 61% 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 HIGH DIVIDEND position has risen from 12 to 14 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | CHELSEA COUNSEL CO | 61,650 | $8.8M | 25.7% |
| 2 | Financially in Tune, LLC | 56,086 | $8.0M | 23.4% |
| 3 | BEACON ADVISORS HOLDINGS, LLC | 55,201 | $7.9M | 23.0% |
| 4 | ARWA LLC | 15,183 | $2.2M | 6.3% |
| 5 | Compass Financial Services Inc | 14,324 | $2.1M | 6.0% |
| 6 | Anchor Investment Management, LLC | 10,559 | $1.5M | 4.4% |
| 7 | MidFirst Bank | 8,071 | $1.2M | 3.4% |
| 8 | Coastline Complete Wealth LLC | 6,988 | $1.0M | 2.9% |
| 9 | DiPaolo Financial Group, Inc. | 4,772 | $685K | 2.0% |
| 10 | Astoria Portfolio Advisors LLC. | 3,007 | $464K | 1.3% |
| 11 | KW WEALTH MANAGEMENT LLC | 1,640 | $235K | 0.7% |
| 12 | Alternative Investment Advisors, LLC. | 1,434 | $206K | 0.6% |
| 13 | Bell Investment Advisors, Inc | 611 | $88K | 0.3% |
| 14 | Strategic Investment Solutions, Inc. /IL | 125 | $18K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD HIGH 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 HIGH DIVIDEND: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($34.4M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (14 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.