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 |
|---|---|---|---|---|---|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
33,681
shares
|
$6.13 Million
3.3% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
33,424
shares
|
$6.09 Million
0.12% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
33,364
shares
|
$6.08 Million
1.18% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
33,285
shares
|
$6.06 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
33,248
shares
|
$6.06 Million
1.04% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
33,113
shares
|
$6.03 Million
3.36% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
33,060
shares
|
$6.02 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
32,931
shares
|
$6 Million
0.66% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
32,861
shares
|
$5.99 Million
2.05% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
32,861
shares
|
$5.99 Million
1.29% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
32,823
shares
|
$5.98 Million
2.73% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
32,803
shares
|
$5.98 Million
1.35% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
32,654
shares
|
$5.95 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
32,627
shares
|
$5.94 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
32,457
shares
|
$5.91 Million
1.06% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
32,351
shares
|
$5.89 Million
2.69% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
32,344
shares
|
$5.89 Million
3.1% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
32,263
shares
|
$5.88 Million
2.8% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
32,177
shares
|
$5.86 Million
3.31% of portfolio
|
Q4 2024
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
31,971
shares
|
$5.82 Million
2.83% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
31,791
shares
|
$5.79 Million
1.79% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
31,729
shares
|
$5.78 Million
0.28% of portfolio
|
Q4 2024
Reduced 30.57%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
31,580
shares
|
$5.75 Million
2.2% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
31,499
shares
|
$5.74 Million
2.0% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
31,256
shares
|
$5.69 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.13%
|