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 |
|---|---|---|---|---|---|
|
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 |
Feb 05, 2025 Q4 2024 |
10,225
shares
|
$1.86 Million
0.67% 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%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,020
shares
|
$1.83 Million
0.38% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
9,983
shares
|
$1.82 Million
1.66% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
9,922
shares
|
$1.81 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
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%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
9,795
shares
|
$1.78 Million
0.03% of portfolio
|
Q4 2024
Added 28.8%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
9,783
shares
|
$1.78 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
9,770
shares
|
$1.78 Million
0.27% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
9,764
shares
|
$1.78 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
9,738
shares
|
$1.77 Million
0.15% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
9,722
shares
|
$1.77 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
9,703
shares
|
$1.77 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,645
shares
|
$1.76 Million
0.55% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
9,632
shares
|
$1.75 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
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%
|
|
|
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%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
9,501
shares
|
$1.73 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
9,365
shares
|
$1.71 Million
0.05% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,353
shares
|
$1.7 Million
0.53% of portfolio
|
Q2 2022
Added 13.26%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,323
shares
|
$1.7 Million
0.16% of portfolio
|
Q4 2023
Reduced 16.68%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
9,233
shares
|
$1.68 Million
0.65% of portfolio
|
Q3 2024
Added 5.83%
|