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 |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
20,780
shares
|
$3.79 Million
2.26% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
20,675
shares
|
$3.77 Million
0.59% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
20,659
shares
|
$3.76 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
20,568
shares
|
$3.75 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
20,555
shares
|
$3.74 Million
0.02% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
20,536
shares
|
$3.74 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
20,527
shares
|
$3.74 Million
2.93% of portfolio
|
Q4 2024
Added 37.12%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
20,506
shares
|
$3.74 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
20,487
shares
|
$3.73 Million
5.09% of portfolio
|
Q3 2023
Added 0.94%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
20,464
shares
|
$3.73 Million
0.28% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
20,461
shares
|
$3.73 Million
0.18% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
20,378
shares
|
$3.71 Million
0.79% of portfolio
|
Q4 2022
Added 1.93%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
20,232
shares
|
$3.69 Million
1.19% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
20,225
shares
|
$3.68 Million
0.12% of portfolio
|
Q1 2025
Reduced 41.48%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
20,071
shares
|
$3.66 Million
0.56% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
19,943
shares
|
$3.63 Million
0.19% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
19,907
shares
|
$3.63 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
19,854
shares
|
$3.62 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
19,831
shares
|
$3.61 Million
3.04% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
19,771
shares
|
$3.6 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
19,688
shares
|
$3.59 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
19,672
shares
|
$3.58 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.24%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
19,657
shares
|
$3.58 Million
0.91% of portfolio
|
Q2 2024
Reduced 78.23%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
19,647
shares
|
$3.58 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
19,588
shares
|
$3.57 Million
0.19% of portfolio
|
Q4 2024
Added 13.4%
|