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 |
|---|---|---|---|---|---|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
4,223
shares
|
$769,219
0.38% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
4,206
shares
|
$766,122
0.08% of portfolio
|
Q4 2024
Added 22.95%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
Feb 10, 2025 Q4 2024 |
4,203
shares
|
$765,576
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,200
shares
|
$765,030
0.09% of portfolio
|
Q1 2023
Reduced 0.24%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
4,200
shares
|
$765,030
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
4,196
shares
|
$764,301
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
4,195
shares
|
$764,119
0.38% of portfolio
|
Q1 2025
Added 33.3%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
4,192
shares
|
$763,572
0.05% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
4,192
shares
|
$763,572
0.51% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
4,186
shares
|
$762,479
0.57% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
4,162
shares
|
$758,108
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
4,153
shares
|
$756,468
0.09% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,135
shares
|
$753,190
0.15% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
4,130
shares
|
$752,279
0.06% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
4,118
shares
|
$750,093
0.21% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,116
shares
|
$749,729
0.16% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
4,108
shares
|
$748,272
0.26% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
4,102
shares
|
$747,179
1.08% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
4,091
shares
|
$745,175
0.09% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
4,079
shares
|
$742,989
0.11% of portfolio
|
Q1 2025
Added 44.8%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,066
shares
|
$740,621
0.17% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
4,059
shares
|
$739,346
0.68% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
4,053
shares
|
$738,253
0.08% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
4,044
shares
|
$736,614
0.13% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
4,028
shares
|
$733,700
0.1% of portfolio
|
Q4 2024
Added 0.62%
|