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 2,505 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 |
|---|---|---|---|---|---|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
353,000
shares
|
$64.3 Million
2.38% of portfolio
|
Q1 2021
Added 606.0%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
352,439
shares
|
$64.2 Million
31.33% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
345,244
shares
|
$62.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
336,609
shares
|
$61.3 Million
1.03% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
332,409
shares
|
$60.5 Million
13.02% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
330,139
shares
|
$60.1 Million
0.87% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
325,857
shares
|
$59.4 Million
3.78% of portfolio
|
Q3 2022
Added 2.38%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
321,231
shares
|
$58.5 Million
2.11% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
319,956
shares
|
$58.3 Million
0.36% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
313,152
shares
|
$57 Million
6.82% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
310,588
shares
|
$56.6 Million
12.5% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
306,454
shares
|
$55.8 Million
0.27% of portfolio
|
Q4 2024
Reduced 99.49%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
305,686
shares
|
$55.7 Million
0.55% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
305,489
shares
|
$55.6 Million
1.94% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
300,345
shares
|
$54.7 Million
0.68% of portfolio
|
Q4 2024
Added 71.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
291,576
shares
|
$53.1 Million
0.04% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
289,870
shares
|
$52.8 Million
2.86% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
286,540
shares
|
$52.2 Million
4.75% of portfolio
|
Q3 2022
Added 0.9%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
278,071
shares
|
$50.7 Million
6.0% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
276,789
shares
|
$50.4 Million
0.57% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
266,747
shares
|
$48.6 Million
2.0% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
263,483
shares
|
$48 Million
8.82% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
262,997
shares
|
$47.9 Million
4.3% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
262,020
shares
|
$47.7 Million
12.27% of portfolio
|
Q2 2024
Added 11.84%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
260,434
shares
|
$47.4 Million
9.26% of portfolio
|
Q4 2023
New holding
|