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 2,500 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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
12,894
shares
|
$2.35 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,827
shares
|
$2.34 Million
0.18% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
12,816
shares
|
$2.33 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,799
shares
|
$2.33 Million
0.24% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
12,756
shares
|
$2.32 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
12,749
shares
|
$2.32 Million
0.31% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,723
shares
|
$2.32 Million
0.35% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
12,693
shares
|
$2.31 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
12,681
shares
|
$2.31 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
12,650
shares
|
$2.3 Million
2.23% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
12,649
shares
|
$2.3 Million
0.6% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
12,614
shares
|
$2.3 Million
0.2% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
12,574
shares
|
$2.29 Million
0.38% of portfolio
|
Q3 2023
Reduced 6.64%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
12,500
shares
|
$2.28 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
12,457
shares
|
$2.27 Million
0.76% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
12,447
shares
|
$2.27 Million
0.04% of portfolio
|
Q4 2024
Added 35.78%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
12,443
shares
|
$2.27 Million
0.61% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
12,414
shares
|
$2.26 Million
1.08% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,396
shares
|
$2.26 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,387
shares
|
$2.26 Million
0.03% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
12,365
shares
|
$2.25 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
12,318
shares
|
$2.24 Million
0.16% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
12,308
shares
|
$2.24 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
12,250
shares
|
$2.23 Million
0.62% of portfolio
|
Q4 2024
Reduced 17.81%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
12,238
shares
|
$2.23 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.6%
|