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 |
|---|---|---|---|---|---|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
4,466
shares
|
$813,481
0.11% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,462
shares
|
$812,753
0.1% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,453
shares
|
$811,113
0.06% of portfolio
|
Q1 2025
Reduced 35.19%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
4,440
shares
|
$808,746
0.35% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
4,431
shares
|
$807,106
0.06% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
4,425
shares
|
$806,013
0.07% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
4,400
shares
|
$801,460
0.16% of portfolio
|
Q2 2020
Reduced 16.35%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
4,382
shares
|
$798,181
0.02% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
4,380
shares
|
$797,817
0.63% of portfolio
|
Q3 2023
Reduced 3.84%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
4,376
shares
|
$797,088
0.7% of portfolio
|
Q1 2025
Added 18.24%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
4,368
shares
|
$795,631
0.82% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
4,359
shares
|
$793,991
0.07% of portfolio
|
Q1 2025
Added 71.48%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
4,338
shares
|
$790,166
0.15% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
4,336
shares
|
$789,802
0.38% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
4,330
shares
|
$788,709
0.11% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
4,327
shares
|
$788,163
0.11% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
4,312
shares
|
$785,430
0.11% of portfolio
|
Q1 2025
Added 17.43%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
4,310
shares
|
$785,066
0.55% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
4,307
shares
|
$784,520
0.09% of portfolio
|
Q1 2025
Added 109.79%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
4,275
shares
|
$778,691
0.1% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
4,272
shares
|
$778,144
0.38% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
4,270
shares
|
$777,780
0.05% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,269
shares
|
$777,598
0.36% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
4,248
shares
|
$773,773
0.56% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
4,248
shares
|
$773,773
0.21% of portfolio
|
Q1 2025
Added 4.02%
|