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 2,543 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 |
|---|---|---|---|---|---|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
10,231
shares
|
$1.86 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
10,225
shares
|
$1.86 Million
0.71% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
10,222
shares
|
$1.86 Million
0.7% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
10,184
shares
|
$1.86 Million
1.49% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
10,135
shares
|
$1.85 Million
0.19% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
10,129
shares
|
$1.84 Million
1.64% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
10,076
shares
|
$1.84 Million
0.07% of portfolio
|
Q1 2025
Added 56.19%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
10,060
shares
|
$1.83 Million
0.73% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
9,970
shares
|
$1.82 Million
0.7% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
9,940
shares
|
$1.81 Million
0.05% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,940
shares
|
$1.81 Million
2.84% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9,922
shares
|
$1.81 Million
0.24% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
9,864
shares
|
$1.8 Million
0.3% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,833
shares
|
$1.79 Million
0.71% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
9,819
shares
|
$1.79 Million
0.43% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
9,804
shares
|
$1.79 Million
0.19% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
9,783
shares
|
$1.78 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
9,764
shares
|
$1.78 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
9,715
shares
|
$1.77 Million
0.65% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
9,713
shares
|
$1.77 Million
0.72% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,645
shares
|
$1.76 Million
0.55% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
9,589
shares
|
$1.75 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
9,579
shares
|
$1.74 Million
0.88% of portfolio
|
Q2 2022
Reduced 2.0%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
9,552
shares
|
$1.74 Million
0.57% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,542
shares
|
$1.74 Million
0.16% of portfolio
|
Q1 2025
Added 119175.0%
|