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 |
|---|---|---|---|---|---|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
22,365
shares
|
$4.07 Million
2.06% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
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 |
Apr 11, 2025 Q1 2025 |
22,326
shares
|
$4.07 Million
2.9% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
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
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
22,103
shares
|
$4.03 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
22,060
shares
|
$4.02 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
22,045
shares
|
$4.02 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
22,035
shares
|
$4.01 Million
1.58% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,995
shares
|
$4.01 Million
0.02% of portfolio
|
Q4 2022
Added 1.99%
|
|
|
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%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
21,900
shares
|
$3.99 Million
0.2% of portfolio
|
Q3 2024
Reduced 17.77%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
21,690
shares
|
$3.95 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
21,448
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
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%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
21,427
shares
|
$3.9 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
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 |
Nov 21, 2024 Q3 2024 |
21,335
shares
|
$3.89 Million
0.7% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
21,283
shares
|
$3.88 Million
1.8% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
21,241
shares
|
$3.87 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
21,231
shares
|
$3.87 Million
1.28% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
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%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
21,031
shares
|
$3.83 Million
0.1% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
20,920
shares
|
$3.81 Million
0.89% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
20,901
shares
|
$3.81 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
20,892
shares
|
$3.81 Million
0.65% of portfolio
|
Q1 2025
Added 1.61%
|