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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
39,279
shares
|
$7.15 Million
0.49% of portfolio
|
Q4 2022
Added 18.42%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
39,277
shares
|
$7.15 Million
3.76% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
39,223
shares
|
$7.14 Million
0.07% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
39,041
shares
|
$7.11 Million
0.62% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
38,837
shares
|
$7.07 Million
5.98% of portfolio
|
Q4 2022
New holding
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Apr 11, 2025 Q4 2024 |
38,732
shares
|
$7.06 Million
6.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
38,730
shares
|
$7.05 Million
0.23% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
38,697
shares
|
$7.05 Million
0.54% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
38,670
shares
|
$7.04 Million
4.28% of portfolio
|
Q3 2022
Added 824.46%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
38,608
shares
|
$7.03 Million
1.84% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
38,538
shares
|
$7.02 Million
3.6% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
38,506
shares
|
$7.01 Million
2.13% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
38,478
shares
|
$7.01 Million
2.36% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Tide Cove Capital Partners LLC
San Diego, CA |
Apr 11, 2025 Q1 2025 |
38,461
shares
|
$7.01 Million
6.49% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
38,447
shares
|
$7 Million
0.07% of portfolio
|
Q4 2024
Added 164.68%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
38,400
shares
|
$6.99 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
38,326
shares
|
$6.98 Million
0.23% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
38,050
shares
|
$6.93 Million
0.71% of portfolio
|
Q2 2023
Reduced 12.88%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
37,990
shares
|
$6.92 Million
0.16% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
37,808
shares
|
$6.89 Million
0.51% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
37,717
shares
|
$6.87 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
37,682
shares
|
$6.86 Million
2.04% of portfolio
|
Q4 2024
Reduced 53.8%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
37,524
shares
|
$6.83 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
37,432
shares
|
$6.82 Million
1.68% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
37,313
shares
|
$6.8 Million
1.93% of portfolio
|
Q1 2025
Added 8.9%
|