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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
5,324
shares
|
$969,766
0.17% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
5,312
shares
|
$967,580
0.08% of portfolio
|
Q1 2025
Added 53.17%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
5,311
shares
|
$967,398
0.67% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
5,307
shares
|
$966,670
0.07% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
5,300
shares
|
$965,395
1.36% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
5,298
shares
|
$965,030
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
5,297
shares
|
$964,848
0.5% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,293
shares
|
$964,119
0.15% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
5,282
shares
|
$962,116
0.51% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
5,276
shares
|
$961,023
0.24% of portfolio
|
Q1 2025
Reduced 35.02%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
5,269
shares
|
$959,748
0.2% of portfolio
|
Q1 2025
Reduced 72.13%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
5,263
shares
|
$958,655
0.13% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,256
shares
|
$957,380
0.87% of portfolio
|
Q4 2022
Reduced 10.52%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
5,228
shares
|
$952,280
0.5% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
5,210
shares
|
$949,001
0.32% of portfolio
|
Q1 2025
Added 20.66%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
5,203
shares
|
$947,726
0.14% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,193
shares
|
$945,904
0.3% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
5,178
shares
|
$943,172
0.14% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
5,168
shares
|
$941,351
0.16% of portfolio
|
Q1 2025
Added 16.27%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,156
shares
|
$939,165
0.03% of portfolio
|
Q1 2023
Reduced 3.45%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,148
shares
|
$937,708
0.25% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,134
shares
|
$935,158
0.37% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,125
shares
|
$933,518
0.19% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
5,116
shares
|
$931,879
0.41% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
5,105
shares
|
$929,875
0.92% of portfolio
|
Q1 2025
Added 0.02%
|