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 |
|---|---|---|---|---|---|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
3,804
shares
|
$692,898
0.61% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
3,799
shares
|
$691,987
0.07% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
3,792
shares
|
$690,712
0.37% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
3,773
shares
|
$687,251
0.15% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
3,760
shares
|
$684,884
0.06% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,750
shares
|
$683,062
0.17% of portfolio
|
Q4 2024
Added 39.3%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
3,749
shares
|
$682,880
0.0% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
3,745
shares
|
$682,151
0.27% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
3,735
shares
|
$680,330
0.25% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,733
shares
|
$679,965
0.09% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
3,714
shares
|
$676,505
0.39% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,710
shares
|
$675,776
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,705
shares
|
$674,865
0.76% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
3,704
shares
|
$674,683
0.6% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,701
shares
|
$674,137
0.57% of portfolio
|
Q4 2024
Reduced 37.59%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
3,700
shares
|
$673,955
0.03% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,694
shares
|
$672,862
0.05% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,688
shares
|
$671,769
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
3,683
shares
|
$670,858
0.14% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
3,673
shares
|
$669,036
0.61% of portfolio
|
Q1 2025
Added 65.67%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
3,668
shares
|
$668,126
0.09% of portfolio
|
Q1 2025
Reduced 49.86%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,665
shares
|
$667,579
0.18% of portfolio
|
Q4 2024
Added 19.93%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
3,652
shares
|
$665,211
0.04% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
3,650
shares
|
$664,847
0.04% of portfolio
|
Q1 2025
Added 104.48%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
3,649
shares
|
$664,665
0.37% of portfolio
|
Q4 2024
Reduced 3.75%
|