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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
61,153
shares
|
$11.1 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
61,140
shares
|
$11.1 Million
0.83% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
61,019
shares
|
$11.1 Million
6.82% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
60,957
shares
|
$11.1 Million
2.96% of portfolio
|
Q4 2024
Added 26.77%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
60,571
shares
|
$11 Million
0.63% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
60,423
shares
|
$11 Million
0.17% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
60,421
shares
|
$11 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
60,194
shares
|
$11 Million
1.7% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
59,823
shares
|
$10.9 Million
9.17% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
59,652
shares
|
$10.9 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
59,593
shares
|
$10.9 Million
5.03% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
59,440
shares
|
$10.8 Million
5.88% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
59,426
shares
|
$10.8 Million
0.39% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
59,330
shares
|
$10.8 Million
0.14% of portfolio
|
Q4 2024
Reduced 35.72%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
59,089
shares
|
$10.8 Million
4.25% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,998
shares
|
$10.7 Million
0.28% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
58,394
shares
|
$10.6 Million
4.68% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
58,244
shares
|
$10.6 Million
0.1% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
58,178
shares
|
$10.6 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
58,049
shares
|
$10.6 Million
0.85% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
58,042
shares
|
$10.6 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
58,030
shares
|
$10.6 Million
0.22% of portfolio
|
Q3 2022
Added 131.32%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
57,761
shares
|
$10.5 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
57,053
shares
|
$10.4 Million
5.72% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
56,994
shares
|
$10.4 Million
0.15% of portfolio
|
Q4 2024
Added 19.45%
|