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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,813
shares
|
$876,687
0.06% of portfolio
|
Q3 2022
Added 4.49%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,808
shares
|
$875,777
0.12% of portfolio
|
Q2 2024
Reduced 40.63%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
4,798
shares
|
$873,955
0.04% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,795
shares
|
$873,409
0.02% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
4,781
shares
|
$870,859
0.01% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
4,780
shares
|
$870,677
0.16% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
4,779
shares
|
$870,494
0.28% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,778
shares
|
$870,312
0.06% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
4,765
shares
|
$867,944
0.09% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
4,754
shares
|
$865,941
0.09% of portfolio
|
Q1 2025
Added 144.3%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
4,743
shares
|
$863,937
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
4,733
shares
|
$862,115
0.02% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
4,723
shares
|
$860,294
0.59% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,715
shares
|
$858,837
0.11% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,712
shares
|
$858,290
0.13% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
4,709
shares
|
$857,744
0.07% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
4,701
shares
|
$856,287
0.26% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
4,695
shares
|
$855,194
0.2% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,684
shares
|
$853,190
0.24% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
4,679
shares
|
$852,279
0.11% of portfolio
|
Q1 2025
Added 333.64%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
4,676
shares
|
$851,733
0.74% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
4,667
shares
|
$850,094
0.23% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,666
shares
|
$849,911
0.31% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
4,665
shares
|
$849,729
0.15% of portfolio
|
Q1 2025
Added 32.94%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,664
shares
|
$849,547
0.17% of portfolio
|
Q1 2025
Added 8.87%
|