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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
27,215
shares
|
$4.96 Million
2.63% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
27,094
shares
|
$4.94 Million
0.1% of portfolio
|
Q4 2024
Added 140.47%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
27,000
shares
|
$4.92 Million
1.76% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
26,997
shares
|
$4.92 Million
1.7% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
26,895
shares
|
$4.9 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
26,528
shares
|
$4.83 Million
0.22% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
26,486
shares
|
$4.82 Million
4.25% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
26,472
shares
|
$4.82 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
26,393
shares
|
$4.81 Million
0.08% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
26,297
shares
|
$4.79 Million
2.53% of portfolio
|
Q4 2024
Reduced 12.76%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
26,225
shares
|
$4.78 Million
1.66% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
26,183
shares
|
$4.77 Million
0.39% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
26,126
shares
|
$4.76 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
26,060
shares
|
$4.75 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
26,033
shares
|
$4.74 Million
4.97% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Arlington Partners LLC
|
Apr 23, 2025 Q1 2025 |
26,000
shares
|
$4.74 Million
1.96% of portfolio
|
Q1 2025
Reduced 83.9%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
25,998
shares
|
$4.74 Million
0.67% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
25,976
shares
|
$4.73 Million
0.43% of portfolio
|
Q4 2024
Added 54.11%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
25,946
shares
|
$4.73 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
25,906
shares
|
$4.72 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
25,904
shares
|
$4.72 Million
0.09% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
25,884
shares
|
$4.71 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
25,849
shares
|
$4.71 Million
0.26% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
25,629
shares
|
$4.67 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.39%
|