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 2,556 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
22,591
shares
|
$4.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
22,364
shares
|
$4.07 Million
0.93% of portfolio
|
Q2 2022
Reduced 51.44%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
22,284
shares
|
$4.06 Million
2.81% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
22,233
shares
|
$4.05 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
22,153
shares
|
$4.04 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
22,110
shares
|
$4.03 Million
12.57% of portfolio
|
Q4 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
22,058
shares
|
$4.02 Million
2.12% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
22,038
shares
|
$4.01 Million
0.52% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
22,027
shares
|
$4.01 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
22,026
shares
|
$4.01 Million
2.81% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,995
shares
|
$4.01 Million
0.02% of portfolio
|
Q4 2022
Added 1.99%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
21,995
shares
|
$4.01 Million
2.15% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
21,952
shares
|
$4 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
21,945
shares
|
$4 Million
2.48% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
21,908
shares
|
$3.99 Million
0.83% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
21,900
shares
|
$3.99 Million
0.23% of portfolio
|
Q3 2024
Reduced 17.77%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,675
shares
|
$3.95 Million
0.28% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,452
shares
|
$3.91 Million
0.61% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
21,436
shares
|
$3.9 Million
2.23% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,390
shares
|
$3.9 Million
2.5% of portfolio
|
Q2 2022
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
21,335
shares
|
$3.89 Million
0.67% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
21,292
shares
|
$3.88 Million
0.86% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
21,255
shares
|
$3.87 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
21,226
shares
|
$3.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
21,131
shares
|
$3.85 Million
3.4% of portfolio
|
Q1 2025
Added 0.21%
|