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 2,559 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
55
shares
|
$10,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
54
shares
|
$9,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
52
shares
|
$9,471
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
50
shares
|
$9,107
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
46
shares
|
$8,378
0.01% of portfolio
|
Q1 2024
Reduced 84.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
46
shares
|
$8,378
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
45
shares
|
$8,196
0.01% of portfolio
|
Q1 2025
Reduced 90.66%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
41
shares
|
$7,468
0.46% of portfolio
|
Q1 2025
Reduced 19.61%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
41
shares
|
$7,468
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
41
shares
|
$7,468
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
40
shares
|
$7,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
37
shares
|
$6,739
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
35
shares
|
$6,375
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
35
shares
|
$6,375
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
32
shares
|
$5,828
0.0% of portfolio
|
Q2 2025
Reduced 74.8%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
30
shares
|
$5,464
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
30
shares
|
$5,464
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
30
shares
|
$5,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
29
shares
|
$5,282
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
22
shares
|
$4,007
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
21
shares
|
$3,825
0.01% of portfolio
|
Q3 2022
Added 5.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
18
shares
|
$3,278
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
15
shares
|
$2,732
0.0% of portfolio
|
Q4 2024
Reduced 89.58%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
15
shares
|
$2,732
0.0% of portfolio
|
Q4 2024
Reduced 83.15%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
13
shares
|
$2,367
0.0% of portfolio
|
Q4 2024
New holding
|