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 |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
3,134
shares
|
$570,858
0.27% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
3,126
shares
|
$569,400
0.24% of portfolio
|
Q1 2025
Reduced 97.79%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
3,126
shares
|
$569,400
0.11% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
3,125
shares
|
$569,218
0.11% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
3,119
shares
|
$568,125
0.16% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
3,119
shares
|
$568,125
0.02% of portfolio
|
Q4 2024
Added 61.52%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
3,116
shares
|
$567,579
0.21% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
3,111
shares
|
$566,668
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
3,110
shares
|
$566,486
0.48% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
3,110
shares
|
$566,486
0.03% of portfolio
|
Q1 2025
Reduced 43.88%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
3,107
shares
|
$565,940
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
3,106
shares
|
$565,757
0.46% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,105
shares
|
$565,575
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
3,104
shares
|
$565,393
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
3,102
shares
|
$565,029
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
3,097
shares
|
$564,118
0.02% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
3,075
shares
|
$560,111
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,069
shares
|
$559,018
0.05% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
3,068
shares
|
$558,836
0.03% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,068
shares
|
$558,836
0.08% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,068
shares
|
$558,836
0.11% of portfolio
|
Q4 2024
Added 63.8%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,056
shares
|
$556,650
0.44% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
3,047
shares
|
$555,011
0.42% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
3,046
shares
|
$554,828
0.15% of portfolio
|
Q1 2025
Added 35.38%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
3,042
shares
|
$554,100
0.06% of portfolio
|
Q1 2025
Reduced 15.26%
|