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 |
|---|---|---|---|---|---|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
28,916
shares
|
$5.27 Million
4.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
28,897
shares
|
$5.26 Million
3.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
28,880
shares
|
$5.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
28,740
shares
|
$5.23 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
28,735
shares
|
$5.23 Million
2.1% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
28,659
shares
|
$5.22 Million
0.17% of portfolio
|
Q4 2024
Added 26.61%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
28,576
shares
|
$5.21 Million
3.54% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
28,562
shares
|
$5.2 Million
5.35% of portfolio
|
Q4 2024
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
28,446
shares
|
$5.18 Million
1.46% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
28,084
shares
|
$5.12 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
28,041
shares
|
$5.11 Million
1.96% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
27,990
shares
|
$5.1 Million
1.57% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
27,697
shares
|
$5.05 Million
4.35% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
27,686
shares
|
$5.04 Million
0.04% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
27,685
shares
|
$5.04 Million
4.33% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
27,619
shares
|
$5.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.77%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
27,605
shares
|
$5.03 Million
2.23% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
27,582
shares
|
$5.02 Million
3.73% of portfolio
|
Q4 2024
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
27,557
shares
|
$5.02 Million
1.13% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
27,536
shares
|
$5.02 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
27,535
shares
|
$5.02 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
27,509
shares
|
$5.01 Million
2.4% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,271
shares
|
$4.97 Million
0.15% of portfolio
|
Q4 2023
Reduced 9.79%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
27,221
shares
|
$4.96 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
27,219
shares
|
$4.96 Million
0.19% of portfolio
|
Q4 2024
Added 1181.5%
|