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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
19,596
shares
|
$3.57 Million
0.2% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
19,545
shares
|
$3.56 Million
1.93% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
19,475
shares
|
$3.55 Million
0.7% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
19,438
shares
|
$3.54 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
19,377
shares
|
$3.53 Million
0.53% of portfolio
|
Q1 2025
Added 25.99%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
19,346
shares
|
$3.52 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
19,345
shares
|
$3.52 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
19,309
shares
|
$3.52 Million
0.65% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
19,280
shares
|
$3.51 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
19,260
shares
|
$3.51 Million
3.98% of portfolio
|
Q2 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
19,236
shares
|
$3.5 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
19,229
shares
|
$3.5 Million
1.65% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
19,221
shares
|
$3.5 Million
0.41% of portfolio
|
Q1 2025
Reduced 25.74%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
19,173
shares
|
$3.49 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
19,132
shares
|
$3.48 Million
0.14% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
19,125
shares
|
$3.48 Million
0.16% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
19,119
shares
|
$3.48 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
19,113
shares
|
$3.48 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
19,085
shares
|
$3.48 Million
2.21% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
19,025
shares
|
$3.47 Million
2.53% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
19,009
shares
|
$3.46 Million
0.9% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
18,977
shares
|
$3.46 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
18,917
shares
|
$3.45 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
18,863
shares
|
$3.44 Million
0.15% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
18,836
shares
|
$3.43 Million
2.22% of portfolio
|
Q1 2025
Added 0.18%
|