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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
25,602
shares
|
$4.66 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
25,596
shares
|
$4.66 Million
2.07% of portfolio
|
Q2 2022
Reduced 71.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
25,450
shares
|
$4.64 Million
0.4% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
25,427
shares
|
$4.63 Million
1.13% of portfolio
|
Q4 2022
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
25,283
shares
|
$4.61 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
25,278
shares
|
$4.6 Million
1.33% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
25,071
shares
|
$4.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
24,983
shares
|
$4.55 Million
1.53% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
24,691
shares
|
$4.5 Million
2.82% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
24,645
shares
|
$4.49 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
24,614
shares
|
$4.48 Million
1.08% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
24,553
shares
|
$4.47 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
24,526
shares
|
$4.47 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
24,453
shares
|
$4.45 Million
0.16% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
24,339
shares
|
$4.43 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
24,328
shares
|
$4.43 Million
3.27% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
24,321
shares
|
$4.43 Million
0.91% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
24,229
shares
|
$4.41 Million
2.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
24,190
shares
|
$4.41 Million
1.05% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
24,104
shares
|
$4.39 Million
0.0% of portfolio
|
Q4 2024
Added 32.07%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
24,033
shares
|
$4.38 Million
0.44% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
24,029
shares
|
$4.38 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
23,943
shares
|
$4.36 Million
0.06% of portfolio
|
Q3 2024
Added 108.94%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
23,938
shares
|
$4.36 Million
0.7% of portfolio
|
Q3 2022
Added 209.48%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
23,932
shares
|
$4.36 Million
0.26% of portfolio
|
Q4 2024
Added 1.3%
|