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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
31,169
shares
|
$5.68 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
31,169
shares
|
$5.68 Million
5.14% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
31,136
shares
|
$5.67 Million
4.78% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
31,025
shares
|
$5.65 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
30,980
shares
|
$5.64 Million
4.94% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
30,973
shares
|
$5.64 Million
0.28% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
30,837
shares
|
$5.62 Million
0.18% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
30,820
shares
|
$5.61 Million
4.05% of portfolio
|
Q1 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
30,636
shares
|
$5.58 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
30,586
shares
|
$5.57 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
30,542
shares
|
$5.56 Million
3.02% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
30,238
shares
|
$5.51 Million
2.29% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
30,192
shares
|
$5.5 Million
1.85% of portfolio
|
Q4 2022
Reduced 99.34%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
30,187
shares
|
$5.5 Million
3.7% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
29,796
shares
|
$5.43 Million
2.94% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
29,769
shares
|
$5.42 Million
1.18% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
29,761
shares
|
$5.42 Million
0.02% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
29,637
shares
|
$5.4 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
29,612
shares
|
$5.39 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
29,480
shares
|
$5.37 Million
0.89% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
29,414
shares
|
$5.36 Million
1.51% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
29,266
shares
|
$5.33 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,238
shares
|
$5.33 Million
0.28% of portfolio
|
Q3 2022
Added 71.96%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
29,187
shares
|
$5.32 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
29,036
shares
|
$5.29 Million
1.39% of portfolio
|
Q1 2025
Reduced 1.14%
|