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 |
|---|---|---|---|---|---|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
6,903
shares
|
$1.26 Million
0.51% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
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%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
6,898
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,890
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2022
Reduced 2.13%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
6,874
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
6,871
shares
|
$1.25 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
6,858
shares
|
$1.25 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
6,858
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
6,855
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
6,850
shares
|
$1.25 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
6,845
shares
|
$1.25 Million
0.27% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
6,840
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
6,832
shares
|
$1.24 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
6,826
shares
|
$1.24 Million
0.19% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,817
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
6,804
shares
|
$1.24 Million
0.31% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,795
shares
|
$1.24 Million
0.2% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
6,781
shares
|
$1.24 Million
0.64% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
6,774
shares
|
$1.23 Million
0.18% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
6,773
shares
|
$1.23 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
6,765
shares
|
$1.23 Million
0.5% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,738
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Added 9.78%
|