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 |
|---|---|---|---|---|---|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
12,214
shares
|
$2.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
12,171
shares
|
$2.22 Million
0.08% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
12,152
shares
|
$2.21 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
12,100
shares
|
$2.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
12,083
shares
|
$2.2 Million
0.87% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Apr 21, 2025 Q1 2025 |
12,012
shares
|
$2.19 Million
2.1% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
11,980
shares
|
$2.18 Million
0.26% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
11,935
shares
|
$2.17 Million
0.41% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,922
shares
|
$2.17 Million
0.18% of portfolio
|
Q4 2022
Added 3.33%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
11,884
shares
|
$2.16 Million
1.41% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
11,863
shares
|
$2.16 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
11,843
shares
|
$2.16 Million
0.14% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
11,806
shares
|
$2.15 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Bath Savings Trust CO
|
Apr 07, 2025 Q1 2025 |
11,776
shares
|
$2.14 Million
0.23% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
11,711
shares
|
$2.13 Million
0.08% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
11,650
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,561
shares
|
$2.11 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
11,540
shares
|
$2.1 Million
0.26% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
11,540
shares
|
$2.1 Million
0.96% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
11,522
shares
|
$2.1 Million
0.19% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
11,520
shares
|
$2.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
11,512
shares
|
$2.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
11,509
shares
|
$2.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
11,494
shares
|
$2.09 Million
0.2% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
11,480
shares
|
$2.09 Million
0.8% of portfolio
|
Q1 2025
Reduced 6.82%
|