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 2,542 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
48,331
shares
|
$8.8 Million
0.21% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
48,263
shares
|
$8.79 Million
1.39% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
48,176
shares
|
$8.78 Million
0.29% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
47,955
shares
|
$8.74 Million
7.35% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
47,690
shares
|
$8.69 Million
2.16% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
47,453
shares
|
$8.64 Million
4.68% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
47,241
shares
|
$8.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
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%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
46,764
shares
|
$8.52 Million
2.84% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
46,722
shares
|
$8.51 Million
0.24% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
46,634
shares
|
$8.49 Million
0.62% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
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%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
46,302
shares
|
$8.43 Million
1.99% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
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%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
46,217
shares
|
$8.42 Million
5.95% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
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%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
46,083
shares
|
$8.39 Million
0.74% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
45,788
shares
|
$8.34 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
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%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
45,633
shares
|
$8.31 Million
3.13% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
45,565
shares
|
$8.3 Million
1.32% of portfolio
|
Q1 2025
Added 5.66%
|