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 |
|---|---|---|---|---|---|
|
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
|
Feb 04, 2025 Q4 2024 |
6,855
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
6,854
shares
|
$1.25 Million
0.77% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
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%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
6,840
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
6,838
shares
|
$1.25 Million
0.14% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
6,837
shares
|
$1.25 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
6,831
shares
|
$1.24 Million
0.51% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
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 |
Feb 12, 2025 Q4 2024 |
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 |
Feb 10, 2025 Q4 2024 |
6,774
shares
|
$1.23 Million
0.66% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
6,773
shares
|
$1.23 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,770
shares
|
$1.23 Million
0.17% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
6,764
shares
|
$1.23 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,738
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
6,734
shares
|
$1.23 Million
0.72% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
6,732
shares
|
$1.23 Million
0.18% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
6,716
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
6,709
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,704
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
6,685
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
6,674
shares
|
$1.22 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.24%
|