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 |
|---|---|---|---|---|---|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
3,870
shares
|
$704,920
0.1% of portfolio
|
Q1 2025
Reduced 79.86%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
3,868
shares
|
$704,556
0.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,853
shares
|
$701,823
0.05% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
3,846
shares
|
$700,548
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
3,842
shares
|
$699,820
0.22% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
3,841
shares
|
$699,638
0.05% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
3,837
shares
|
$698,909
0.01% of portfolio
|
Q1 2025
Reduced 42.6%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,822
shares
|
$696,177
0.02% of portfolio
|
Q4 2023
Added 1.33%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,819
shares
|
$695,630
0.74% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
3,818
shares
|
$695,448
0.29% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
3,813
shares
|
$694,537
0.36% of portfolio
|
Q1 2025
Reduced 26.48%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
3,807
shares
|
$693,445
0.01% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
3,799
shares
|
$691,987
0.07% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
3,797
shares
|
$691,623
0.32% of portfolio
|
Q1 2025
Added 102.08%
|
|
|
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%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
3,790
shares
|
$690,348
0.17% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
3,788
shares
|
$689,984
0.29% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
3,771
shares
|
$686,887
0.11% of portfolio
|
Q1 2025
Reduced 53.51%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
3,760
shares
|
$684,884
0.06% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,733
shares
|
$679,965
0.09% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
3,721
shares
|
$677,780
0.02% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Hms Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,716
shares
|
$676,869
0.35% of portfolio
|
Q1 2025
Reduced 17.28%
|
|
|
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%
|