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 |
|---|---|---|---|---|---|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
7,255
shares
|
$1.32 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
7,224
shares
|
$1.32 Million
0.13% of portfolio
|
Q1 2025
Added 54.52%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
7,224
shares
|
$1.32 Million
0.35% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
7,212
shares
|
$1.31 Million
0.75% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
7,207
shares
|
$1.31 Million
1.32% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
7,191
shares
|
$1.31 Million
0.87% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,190
shares
|
$1.31 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
7,146
shares
|
$1.3 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
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%
|
|
|
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%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
7,017
shares
|
$1.28 Million
0.12% of portfolio
|
Q1 2025
Added 41.24%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
6,999
shares
|
$1.27 Million
0.15% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
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%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
6,995
shares
|
$1.27 Million
0.33% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
6,995
shares
|
$1.27 Million
1.12% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
6,966
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
6,961
shares
|
$1.27 Million
0.74% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
6,956
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
6,943
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
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
|