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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,667
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2024
Added 23.66%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
8,656
shares
|
$1.58 Million
1.64% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
8,600
shares
|
$1.57 Million
1.35% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
8,599
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
8,583
shares
|
$1.56 Million
0.89% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
8,561
shares
|
$1.56 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
8,488
shares
|
$1.55 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
8,474
shares
|
$1.54 Million
0.18% of portfolio
|
Q3 2022
Reduced 28.98%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,452
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
8,452
shares
|
$1.54 Million
0.5% of portfolio
|
Q4 2024
Reduced 52.16%
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
8,444
shares
|
$1.54 Million
1.38% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
8,428
shares
|
$1.54 Million
1.62% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
8,373
shares
|
$1.53 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
8,362
shares
|
$1.52 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
8,330
shares
|
$1.52 Million
0.5% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
8,243
shares
|
$1.5 Million
0.42% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,240
shares
|
$1.5 Million
0.09% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
8,237
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
8,232
shares
|
$1.5 Million
0.11% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,213
shares
|
$1.5 Million
0.24% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,212
shares
|
$1.5 Million
0.39% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
8,204
shares
|
$1.49 Million
1.06% of portfolio
|
Q4 2022
Added 1.72%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
8,169
shares
|
$1.49 Million
1.82% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Avity Investment Management Inc.
|
Apr 11, 2025 Q1 2025 |
8,127
shares
|
$1.48 Million
0.12% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,125
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
New holding
|