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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
6,655
shares
|
$1.21 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
6,643
shares
|
$1.21 Million
0.19% of portfolio
|
Q4 2024
Added 59.5%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
6,633
shares
|
$1.21 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
6,626
shares
|
$1.21 Million
0.24% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
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%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Mar 13, 2025 Q4 2024 |
6,612
shares
|
$1.2 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,610
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
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%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
6,583
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
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%
|
|
|
Wexford Capital LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
6,524
shares
|
$1.19 Million
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
6,521
shares
|
$1.19 Million
0.21% of portfolio
|
Q4 2024
Reduced 22.93%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,515
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
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%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,508
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
6,508
shares
|
$1.19 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
6,505
shares
|
$1.18 Million
0.42% of portfolio
|
Q4 2024
Added 34.93%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
6,502
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
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%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
6,454
shares
|
$1.18 Million
0.5% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
6,451
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
6,423
shares
|
$1.17 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
6,395
shares
|
$1.16 Million
0.54% of portfolio
|
Q4 2024
Added 0.3%
|