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 |
|---|---|---|---|---|---|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
72,742
shares
|
$13.2 Million
8.46% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
72,127
shares
|
$13.1 Million
0.81% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
72,037
shares
|
$13.1 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
71,852
shares
|
$13.1 Million
0.03% of portfolio
|
Q4 2024
Added 14.47%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
71,540
shares
|
$13 Million
0.01% of portfolio
|
Q3 2022
Added 0.24%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
71,507
shares
|
$13 Million
0.15% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
71,172
shares
|
$13 Million
1.25% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
71,019
shares
|
$12.9 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
70,644
shares
|
$12.9 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
70,354
shares
|
$12.8 Million
0.3% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
69,558
shares
|
$12.7 Million
0.23% of portfolio
|
Q4 2024
Added 71.4%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
69,341
shares
|
$12.6 Million
0.34% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
68,916
shares
|
$12.6 Million
6.58% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Feb 14, 2025 Q4 2024 |
68,550
shares
|
$12.5 Million
17.17% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
68,539
shares
|
$12.5 Million
3.97% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
68,460
shares
|
$12.5 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
68,430
shares
|
$12.5 Million
0.78% of portfolio
|
Q4 2022
Added 22.18%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
68,429
shares
|
$12.5 Million
7.15% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
68,221
shares
|
$12.4 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
68,074
shares
|
$12.4 Million
5.88% of portfolio
|
Q1 2023
Added 565.37%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
68,062
shares
|
$12.4 Million
1.74% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,040
shares
|
$12.4 Million
0.27% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
67,828
shares
|
$12.4 Million
0.27% of portfolio
|
Q3 2022
Added 99.77%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
67,688
shares
|
$12.3 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
67,667
shares
|
$12.3 Million
6.63% of portfolio
|
Q1 2025
Reduced 1.42%
|