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 |
|---|---|---|---|---|---|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
36,922
shares
|
$6.73 Million
1.62% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
36,793
shares
|
$6.7 Million
0.5% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
36,793
shares
|
$6.7 Million
0.43% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
36,765
shares
|
$6.7 Million
0.68% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
36,736
shares
|
$6.69 Million
0.64% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
36,665
shares
|
$6.68 Million
1.45% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
36,603
shares
|
$6.67 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
36,444
shares
|
$6.64 Million
0.9% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
36,222
shares
|
$6.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
36,199
shares
|
$6.59 Million
0.27% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
36,191
shares
|
$6.59 Million
0.69% of portfolio
|
Q4 2024
Added 29.88%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
35,819
shares
|
$6.52 Million
1.85% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
35,630
shares
|
$6.49 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
35,299
shares
|
$6.43 Million
5.6% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
34,865
shares
|
$6.35 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
34,715
shares
|
$6.32 Million
1.82% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
34,696
shares
|
$6.32 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
34,580
shares
|
$6.3 Million
0.1% of portfolio
|
Q4 2023
Added 2.38%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
34,579
shares
|
$6.3 Million
0.86% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
34,531
shares
|
$6.29 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
34,370
shares
|
$6.26 Million
1.97% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
34,160
shares
|
$6.22 Million
4.15% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
34,060
shares
|
$6.2 Million
0.6% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
33,830
shares
|
$6.16 Million
0.34% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
33,696
shares
|
$6.14 Million
0.7% of portfolio
|
Q4 2024
Added 5.7%
|