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 |
|---|---|---|---|---|---|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
18,783
shares
|
$3.42 Million
0.79% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
18,739
shares
|
$3.41 Million
0.94% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
18,699
shares
|
$3.41 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
18,656
shares
|
$3.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
18,603
shares
|
$3.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
18,577
shares
|
$3.38 Million
0.53% of portfolio
|
Q1 2025
Reduced 69.14%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
18,539
shares
|
$3.38 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
18,526
shares
|
$3.37 Million
2.74% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
18,478
shares
|
$3.37 Million
4.41% of portfolio
|
Q3 2023
Reduced 8.79%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
18,476
shares
|
$3.37 Million
1.7% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
18,354
shares
|
$3.34 Million
0.6% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
18,342
shares
|
$3.34 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
18,306
shares
|
$3.33 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
18,304
shares
|
$3.33 Million
0.81% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
18,242
shares
|
$3.32 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
18,200
shares
|
$3.32 Million
1.5% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
18,121
shares
|
$3.3 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
18,116
shares
|
$3.3 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
18,104
shares
|
$3.3 Million
2.09% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
17,981
shares
|
$3.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
17,922
shares
|
$3.26 Million
2.53% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
17,816
shares
|
$3.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
17,682
shares
|
$3.22 Million
0.96% of portfolio
|
Q1 2025
Added 51.31%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
17,644
shares
|
$3.21 Million
1.22% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
17,624
shares
|
$3.21 Million
1.47% of portfolio
|
Q1 2025
Added 15.13%
|