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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
17,617
shares
|
$3.21 Million
0.38% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
17,544
shares
|
$3.2 Million
0.89% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
17,542
shares
|
$3.2 Million
0.99% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
17,477
shares
|
$3.18 Million
3.58% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
17,410
shares
|
$3.17 Million
3.42% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
17,405
shares
|
$3.17 Million
2.37% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
17,366
shares
|
$3.16 Million
1.9% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
17,343
shares
|
$3.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
17,318
shares
|
$3.15 Million
1.95% of portfolio
|
Q1 2025
Reduced 48.24%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
17,268
shares
|
$3.15 Million
0.25% of portfolio
|
Q3 2022
Reduced 0.71%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
17,163
shares
|
$3.13 Million
2.96% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 24, 2025 Q4 2024 |
17,160
shares
|
$3.13 Million
1.54% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
17,154
shares
|
$3.12 Million
0.26% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
17,128
shares
|
$3.12 Million
0.38% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
17,103
shares
|
$3.12 Million
1.11% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
17,067
shares
|
$3.11 Million
0.53% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
17,055
shares
|
$3.11 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
17,045
shares
|
$3.1 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
16,972
shares
|
$3.09 Million
0.29% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
16,957
shares
|
$3.09 Million
2.65% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
16,913
shares
|
$3.08 Million
0.33% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
16,902
shares
|
$3.08 Million
1.87% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
16,887
shares
|
$3.08 Million
0.4% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
16,882
shares
|
$3.08 Million
0.01% of portfolio
|
Q4 2024
Added 15.34%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
16,798
shares
|
$3.06 Million
0.21% of portfolio
|
Q4 2024
Added 11.41%
|