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 |
|---|---|---|---|---|---|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
4,870
shares
|
$887,070
1.01% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
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%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
4,817
shares
|
$877,416
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Feb 13, 2025 Q4 2024 |
4,808
shares
|
$875,777
0.11% of portfolio
|
Q2 2024
Reduced 40.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,795
shares
|
$873,409
0.02% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
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%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,772
shares
|
$869,219
0.32% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
4,765
shares
|
$867,944
0.09% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
4,759
shares
|
$866,851
0.28% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,744
shares
|
$864,119
0.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Jrm Investment Counsel, LLC
|
Feb 13, 2025 Q4 2024 |
4,733
shares
|
$862,115
0.33% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
4,730
shares
|
$861,569
0.05% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
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%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
4,701
shares
|
$856,287
0.26% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,684
shares
|
$853,190
0.24% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,675
shares
|
$851,551
0.09% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
4,661
shares
|
$849,001
0.22% of portfolio
|
Q1 2025
Added 46.39%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,658
shares
|
$848,454
0.71% of portfolio
|
Q2 2022
Added 12.35%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
4,634
shares
|
$844,083
0.09% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
4,629
shares
|
$843,172
0.13% of portfolio
|
Q4 2024
Reduced 3.46%
|