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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
56,641
shares
|
$10.3 Million
1.5% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
56,283
shares
|
$10.3 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
56,074
shares
|
$10.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
55,819
shares
|
$10.2 Million
0.26% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
55,666
shares
|
$10.1 Million
0.31% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
55,506
shares
|
$10.1 Million
0.09% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
55,405
shares
|
$10.1 Million
2.1% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
55,346
shares
|
$10.1 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Apr 14, 2025 Q1 2025 |
54,754
shares
|
$9.97 Million
6.13% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
54,697
shares
|
$9.96 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
54,663
shares
|
$9.96 Million
0.01% of portfolio
|
Q4 2024
Added 91.81%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
54,459
shares
|
$9.92 Million
5.24% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
54,455
shares
|
$9.92 Million
1.38% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
54,035
shares
|
$9.84 Million
0.64% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
54,034
shares
|
$9.84 Million
6.25% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
53,793
shares
|
$9.8 Million
3.88% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
53,593
shares
|
$9.76 Million
1.72% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
53,401
shares
|
$9.73 Million
0.48% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
53,231
shares
|
$9.7 Million
3.3% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
53,219
shares
|
$9.69 Million
4.05% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
53,212
shares
|
$9.69 Million
5.82% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
53,204
shares
|
$9.69 Million
2.44% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
53,176
shares
|
$9.69 Million
0.71% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
53,134
shares
|
$9.68 Million
0.57% of portfolio
|
Q4 2024
Added 25.23%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
53,103
shares
|
$9.67 Million
4.84% of portfolio
|
Q4 2024
Reduced 1.71%
|