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 |
|---|---|---|---|---|---|
|
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 |
May 12, 2025 Q1 2025 |
6,716
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
6,714
shares
|
$1.22 Million
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
6,714
shares
|
$1.22 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
6,702
shares
|
$1.22 Million
0.24% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
6,672
shares
|
$1.22 Million
0.16% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
6,643
shares
|
$1.21 Million
0.17% of portfolio
|
Q4 2024
Added 59.5%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
6,613
shares
|
$1.2 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
6,613
shares
|
$1.2 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
6,597
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.69%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
6,582
shares
|
$1.2 Million
0.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
6,580
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.99%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
6,539
shares
|
$1.19 Million
0.66% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
6,533
shares
|
$1.19 Million
0.78% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Wexford Capital LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
6,524
shares
|
$1.19 Million
0.35% of portfolio
|
Q1 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,523
shares
|
$1.19 Million
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
6,521
shares
|
$1.19 Million
0.21% of portfolio
|
Q4 2024
Reduced 22.93%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,509
shares
|
$1.19 Million
0.12% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
6,508
shares
|
$1.19 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
6,489
shares
|
$1.18 Million
0.24% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,479
shares
|
$1.18 Million
0.17% of portfolio
|
Q4 2022
Reduced 16.79%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
6,437
shares
|
$1.17 Million
0.57% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
6,424
shares
|
$1.17 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.75%
|