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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
3,702
shares
|
$674,319
0.24% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
3,700
shares
|
$673,955
0.0% of portfolio
|
Q1 2025
Reduced 91.57%
|
|
|
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%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
3,683
shares
|
$670,858
0.14% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
3,683
shares
|
$670,858
0.58% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
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%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
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%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
3,641
shares
|
$663,208
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
3,639
shares
|
$662,843
0.11% of portfolio
|
Q1 2025
Reduced 46.77%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,635
shares
|
$662,115
0.16% of portfolio
|
Q4 2023
Reduced 1.36%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,623
shares
|
$659,929
0.09% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
3,621
shares
|
$659,565
0.05% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
3,608
shares
|
$657,197
0.51% of portfolio
|
Q1 2025
Added 88.9%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
3,600
shares
|
$655,740
0.22% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
3,599
shares
|
$655,557
0.44% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
3,594
shares
|
$654,647
0.0% of portfolio
|
Q1 2025
Reduced 96.36%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,586
shares
|
$653,189
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
3,584
shares
|
$652,825
0.58% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
3,583
shares
|
$652,643
0.26% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
3,572
shares
|
$650,639
0.2% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
3,561
shares
|
$648,636
0.08% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
3,558
shares
|
$648,089
0.08% of portfolio
|
Q1 2025
Reduced 1.0%
|