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 2,503 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 |
|---|---|---|---|---|---|
|
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 |
Jan 24, 2025 Q4 2024 |
5,311
shares
|
$967,398
0.57% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
5,307
shares
|
$966,670
0.06% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
5,307
shares
|
$966,670
0.15% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,293
shares
|
$964,119
0.15% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
5,269
shares
|
$959,748
0.2% of portfolio
|
Q1 2025
Reduced 72.13%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
5,268
shares
|
$959,566
0.25% of portfolio
|
Q4 2024
Reduced 28.45%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
5,256
shares
|
$957,380
0.87% of portfolio
|
Q4 2022
Reduced 10.52%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
5,253
shares
|
$956,833
0.48% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
5,228
shares
|
$952,280
0.5% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
5,214
shares
|
$949,730
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
5,191
shares
|
$945,540
0.45% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
5,178
shares
|
$943,172
0.15% 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%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,134
shares
|
$935,158
0.37% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
5,129
shares
|
$934,247
0.06% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
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%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
5,102
shares
|
$929,329
0.47% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,075
shares
|
$924,411
0.13% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
5,072
shares
|
$923,864
0.46% of portfolio
|
Q4 2024
Added 0.86%
|