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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
10,750
shares
|
$1.96 Million
1.07% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
10,738
shares
|
$1.96 Million
1.05% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
10,715
shares
|
$1.95 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
10,698
shares
|
$1.95 Million
0.64% of portfolio
|
Q4 2024
Added 32.86%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
10,686
shares
|
$1.95 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
10,681
shares
|
$1.95 Million
0.86% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
10,674
shares
|
$1.94 Million
1.73% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
10,672
shares
|
$1.94 Million
0.53% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,604
shares
|
$1.93 Million
1.04% of portfolio
|
Q1 2024
Added 1.15%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
10,541
shares
|
$1.92 Million
0.26% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
10,519
shares
|
$1.92 Million
0.08% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
10,466
shares
|
$1.91 Million
0.07% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
10,457
shares
|
$1.9 Million
0.13% of portfolio
|
Q4 2024
Added 327.17%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
10,444
shares
|
$1.9 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
10,427
shares
|
$1.9 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
10,399
shares
|
$1.89 Million
0.47% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
10,345
shares
|
$1.88 Million
0.52% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
10,345
shares
|
$1.88 Million
1.26% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
10,340
shares
|
$1.88 Million
0.08% of portfolio
|
Q4 2024
Added 39.47%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
10,321
shares
|
$1.88 Million
1.4% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
10,310
shares
|
$1.88 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
10,297
shares
|
$1.88 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
10,281
shares
|
$1.87 Million
1.51% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
10,250
shares
|
$1.87 Million
2.45% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
10,238
shares
|
$1.86 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.85%
|