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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
5,075
shares
|
$924,411
0.19% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,075
shares
|
$924,411
0.13% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
5,069
shares
|
$923,318
1.36% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,055
shares
|
$920,768
0.26% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
5,052
shares
|
$920,221
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
5,022
shares
|
$914,757
0.07% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
5,022
shares
|
$914,757
1.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
5,008
shares
|
$912,207
0.33% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
4,995
shares
|
$909,839
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
4,971
shares
|
$905,467
0.11% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
4,969
shares
|
$905,103
0.21% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
4,966
shares
|
$904,556
0.21% of portfolio
|
Q1 2025
Reduced 56.28%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,938
shares
|
$899,456
0.01% of portfolio
|
Q3 2024
Added 57.66%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,937
shares
|
$899,274
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
4,926
shares
|
$897,270
0.17% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
4,906
shares
|
$893,627
0.38% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
4,901
shares
|
$892,717
0.21% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,899
shares
|
$892,352
0.22% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
4,879
shares
|
$888,709
0.08% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
4,868
shares
|
$886,706
1.07% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
4,855
shares
|
$884,338
0.15% of portfolio
|
Q1 2025
Reduced 68.62%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
4,842
shares
|
$881,970
0.07% of portfolio
|
Q1 2025
Added 50.89%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
4,828
shares
|
$879,420
0.88% of portfolio
|
Q1 2025
Reduced 9.64%
|