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 |
|---|---|---|---|---|---|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
42,200
shares
|
$7.69 Million
2.94% of portfolio
|
Q3 2023
Reduced 2.57%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
42,178
shares
|
$7.68 Million
7.29% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
42,099
shares
|
$7.67 Million
5.45% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
42,015
shares
|
$7.65 Million
0.88% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
41,907
shares
|
$7.63 Million
4.11% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
41,871
shares
|
$7.63 Million
0.26% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
41,796
shares
|
$7.61 Million
0.16% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
41,745
shares
|
$7.6 Million
0.29% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
41,615
shares
|
$7.58 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
41,348
shares
|
$7.53 Million
2.68% of portfolio
|
Q1 2025
Added 22.26%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
41,207
shares
|
$7.51 Million
0.37% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
40,988
shares
|
$7.47 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
40,927
shares
|
$7.45 Million
0.11% of portfolio
|
Q4 2024
Added 41.65%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
40,746
shares
|
$7.42 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
40,480
shares
|
$7.37 Million
4.42% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
40,442
shares
|
$7.37 Million
8.33% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
40,376
shares
|
$7.35 Million
0.02% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
40,343
shares
|
$7.35 Million
4.69% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
40,285
shares
|
$7.34 Million
0.02% of portfolio
|
Q4 2024
Added 17.92%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
40,107
shares
|
$7.31 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
39,808
shares
|
$7.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
39,664
shares
|
$7.22 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
39,460
shares
|
$7.19 Million
2.6% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
39,456
shares
|
$7.19 Million
2.81% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
39,366
shares
|
$7.17 Million
1.17% of portfolio
|
Q3 2024
Added 97.92%
|