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 2,504 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $42.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
82,202
shares
|
$15 Million
1.79% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
81,812
shares
|
$14.9 Million
1.06% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
80,422
shares
|
$14.6 Million
0.46% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
80,386
shares
|
$14.6 Million
7.4% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
80,065
shares
|
$14.6 Million
0.69% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
79,306
shares
|
$14.4 Million
5.04% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
79,275
shares
|
$14.4 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
79,116
shares
|
$14.4 Million
2.08% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
78,795
shares
|
$14.4 Million
14.24% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
78,369
shares
|
$14.3 Million
11.01% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
78,345
shares
|
$14.3 Million
4.69% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
78,051
shares
|
$14.2 Million
7.13% of portfolio
|
Q2 2024
Reduced 15.16%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
77,808
shares
|
$14.2 Million
13.76% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
77,475
shares
|
$14.1 Million
2.99% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
77,152
shares
|
$14.1 Million
3.93% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
76,295
shares
|
$13.9 Million
3.17% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
75,288
shares
|
$13.7 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
74,691
shares
|
$13.6 Million
8.0% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
74,514
shares
|
$13.6 Million
4.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
73,937
shares
|
$13.5 Million
5.21% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
73,891
shares
|
$13.5 Million
0.74% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
73,666
shares
|
$13.4 Million
2.52% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
73,638
shares
|
$13.4 Million
0.97% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
73,328
shares
|
$13.4 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
73,320
shares
|
$13.4 Million
13.42% of portfolio
|
Q4 2024
Added 1.25%
|