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 |
|---|---|---|---|---|---|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
47,955
shares
|
$8.74 Million
7.35% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
47,637
shares
|
$8.68 Million
6.31% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
47,352
shares
|
$8.63 Million
0.05% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
47,271
shares
|
$8.61 Million
0.37% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
47,133
shares
|
$8.59 Million
0.21% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
47,055
shares
|
$8.57 Million
0.13% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
46,962
shares
|
$8.55 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
46,801
shares
|
$8.52 Million
0.27% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
46,708
shares
|
$8.51 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
46,597
shares
|
$8.49 Million
1.62% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
46,569
shares
|
$8.48 Million
2.51% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
46,489
shares
|
$8.47 Million
3.07% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
46,277
shares
|
$8.43 Million
0.39% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
46,241
shares
|
$8.42 Million
3.07% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
46,129
shares
|
$8.4 Million
4.87% of portfolio
|
Q1 2023
Added 0.0%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
46,122
shares
|
$8.4 Million
2.02% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
45,923
shares
|
$8.36 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
45,737
shares
|
$8.33 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
45,714
shares
|
$8.33 Million
0.7% of portfolio
|
Q2 2023
Reduced 8.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
45,714
shares
|
$8.33 Million
0.7% of portfolio
|
Q2 2023
Reduced 8.21%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
45,678
shares
|
$8.32 Million
0.34% of portfolio
|
Q1 2025
Added 55.64%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
45,675
shares
|
$8.32 Million
1.26% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
45,638
shares
|
$8.31 Million
3.65% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
45,611
shares
|
$8.31 Million
1.16% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
45,176
shares
|
$8.23 Million
0.1% of portfolio
|
Q4 2024
Added 15.36%
|