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 2,542 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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
187,952
shares
|
$34.2 Million
0.7% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
185,818
shares
|
$33.8 Million
4.66% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
183,614
shares
|
$33.4 Million
7.15% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
182,196
shares
|
$33.2 Million
2.2% of portfolio
|
Q1 2025
Reduced 75.63%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
178,910
shares
|
$32.6 Million
0.27% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
178,312
shares
|
$32.5 Million
9.82% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
178,179
shares
|
$32.5 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
178,116
shares
|
$32.4 Million
1.12% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
177,294
shares
|
$32.3 Million
3.5% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
176,586
shares
|
$32.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.5%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
173,993
shares
|
$31.7 Million
7.1% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
171,352
shares
|
$31.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
170,770
shares
|
$31.1 Million
4.98% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
170,636
shares
|
$31.1 Million
1.11% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
170,272
shares
|
$31 Million
5.45% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
168,044
shares
|
$30.6 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
167,801
shares
|
$30.6 Million
0.85% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
166,446
shares
|
$30.3 Million
4.53% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
166,091
shares
|
$30.3 Million
1.59% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
164,782
shares
|
$30 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
162,615
shares
|
$29.6 Million
5.23% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
162,025
shares
|
$29.5 Million
0.91% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Fidelis I M, LLC
Medford, OR |
Apr 30, 2025 Q1 2025 |
161,091
shares
|
$29.3 Million
14.47% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
160,878
shares
|
$29.3 Million
6.08% of portfolio
|
Q2 2022
Reduced 1.86%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
157,833
shares
|
$28.7 Million
7.1% of portfolio
|
Q1 2025
Added 4.57%
|