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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
3,550
shares
|
$646,632
0.36% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
3,522
shares
|
$641,532
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,519
shares
|
$640,985
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,515
shares
|
$640,257
0.06% of portfolio
|
Q1 2024
Reduced 2.36%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
3,513
shares
|
$639,892
0.06% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
3,500
shares
|
$637,525
0.12% of portfolio
|
Q3 2022
Reduced 2.78%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
3,500
shares
|
$637,525
0.07% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
3,492
shares
|
$636,067
0.3% of portfolio
|
Q1 2025
Reduced 25.78%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
3,490
shares
|
$635,703
0.07% of portfolio
|
Q1 2024
Reduced 4.28%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,490
shares
|
$635,703
0.24% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
3,488
shares
|
$635,339
0.06% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
3,487
shares
|
$635,157
0.03% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
3,481
shares
|
$634,064
0.06% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
3,481
shares
|
$634,064
0.03% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
3,471
shares
|
$632,242
0.19% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
3,467
shares
|
$631,514
0.07% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,459
shares
|
$630,056
0.11% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
3,448
shares
|
$628,053
0.06% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
3,443
shares
|
$627,142
0.36% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
3,434
shares
|
$625,503
0.38% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
3,416
shares
|
$622,224
0.09% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
3,415
shares
|
$622,042
0.32% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Schaeffer Financial LLC
|
May 07, 2025 Q1 2025 |
3,412
shares
|
$621,495
0.69% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
3,407
shares
|
$620,585
0.02% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
3,403
shares
|
$619,856
0.05% of portfolio
|
Q1 2025
Added 15.24%
|