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 2,541 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
340,714
shares
|
$62.1 Million
0.79% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
335,492
shares
|
$61.1 Million
0.77% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
332,409
shares
|
$60.5 Million
13.02% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
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%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
319,930
shares
|
$58.3 Million
22.46% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
317,146
shares
|
$57.8 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
310,588
shares
|
$56.6 Million
12.5% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
309,075
shares
|
$56.3 Million
0.93% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
308,018
shares
|
$56.1 Million
0.03% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
292,777
shares
|
$53.3 Million
2.96% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
286,540
shares
|
$52.2 Million
4.75% of portfolio
|
Q3 2022
Added 0.9%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
283,545
shares
|
$51.6 Million
6.49% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
279,477
shares
|
$50.9 Million
0.58% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
275,467
shares
|
$50.2 Million
5.71% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
267,756
shares
|
$48.8 Million
4.16% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
266,297
shares
|
$48.5 Million
8.59% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
265,727
shares
|
$48.4 Million
7.47% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
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
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
260,256
shares
|
$47.4 Million
3.36% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
257,343
shares
|
$46.9 Million
3.35% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
256,877
shares
|
$46.8 Million
2.04% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
248,418
shares
|
$45.2 Million
0.25% of portfolio
|
Q2 2023
Reduced 10.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
244,533
shares
|
$44.5 Million
0.44% of portfolio
|
Q1 2025
Added 6.38%
|