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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,190
shares
|
$1.31 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,180
shares
|
$1.31 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
7,167
shares
|
$1.31 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
7,152
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,140
shares
|
$1.3 Million
0.4% of portfolio
|
Q1 2023
Added 1.42%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
7,139
shares
|
$1.3 Million
0.26% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
7,076
shares
|
$1.29 Million
0.34% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
7,058
shares
|
$1.29 Million
0.36% of portfolio
|
Q1 2025
Added 83.42%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,051
shares
|
$1.28 Million
0.38% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
7,042
shares
|
$1.28 Million
0.15% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
7,030
shares
|
$1.28 Million
0.95% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
7,028
shares
|
$1.28 Million
0.81% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,995
shares
|
$1.27 Million
0.71% of portfolio
|
Q4 2023
Reduced 4.15%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
6,956
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
6,940
shares
|
$1.26 Million
0.22% of portfolio
|
Q4 2023
Reduced 4.43%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
6,939
shares
|
$1.26 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
6,927
shares
|
$1.26 Million
0.68% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
6,902
shares
|
$1.26 Million
0.49% of portfolio
|
Q1 2025
Added 17.04%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
6,902
shares
|
$1.26 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,900
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 75.17%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
6,899
shares
|
$1.26 Million
0.49% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,890
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2022
Reduced 2.13%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
6,889
shares
|
$1.25 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
6,874
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
6,871
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Added 302.52%
|