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 2,545 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 |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
3,039
shares
|
$553,553
0.03% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
3,038
shares
|
$553,371
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
3,034
shares
|
$552,643
0.51% of portfolio
|
Q1 2025
Added 164.29%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,030
shares
|
$551,914
0.23% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
3,026
shares
|
$551,185
0.32% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
3,025
shares
|
$551,003
0.23% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,022
shares
|
$550,457
0.05% of portfolio
|
Q4 2021
Added 4.31%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,022
shares
|
$550,457
0.05% of portfolio
|
Q3 2024
Reduced 75.78%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
3,020
shares
|
$550,093
0.53% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
3,019
shares
|
$549,910
0.42% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,017
shares
|
$549,546
0.38% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
3,011
shares
|
$548,453
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,010
shares
|
$548,271
0.13% of portfolio
|
Q1 2024
Reduced 21.59%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
3,009
shares
|
$548,089
0.35% of portfolio
|
Q1 2025
Added 34.51%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,008
shares
|
$547,907
0.31% of portfolio
|
Q4 2023
Reduced 91.62%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
3,008
shares
|
$547,907
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
3,000
shares
|
$546,450
0.27% of portfolio
|
Q3 2021
New holding
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,999
shares
|
$546,267
0.08% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
2,996
shares
|
$545,721
0.25% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
2,995
shares
|
$545,539
0.3% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,982
shares
|
$543,171
0.02% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
2,980
shares
|
$542,807
0.14% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Scott Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,971
shares
|
$541,167
0.16% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
2,964
shares
|
$539,892
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
2,955
shares
|
$538,253
0.11% of portfolio
|
Q1 2025
Added 13.87%
|