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 2,503 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $42.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
Feb 14, 2025 Q4 2024 |
3,022
shares
|
$550,457
0.05% of portfolio
|
Q3 2024
Reduced 75.78%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
3,022
shares
|
$550,457
0.03% of portfolio
|
Q4 2024
Added 37.61%
|
|
|
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 |
Feb 13, 2025 Q4 2024 |
3,019
shares
|
$549,910
0.42% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
3,012
shares
|
$548,635
0.27% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
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%
|
|
|
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
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Feb 20, 2025 Q4 2024 |
3,002
shares
|
$546,814
0.42% of portfolio
|
Q4 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
|
Feb 06, 2025 Q4 2024 |
2,999
shares
|
$546,267
0.08% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
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%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
2,984
shares
|
$543,535
0.24% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,982
shares
|
$543,171
0.02% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
2,964
shares
|
$539,892
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
2,951
shares
|
$537,524
0.57% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
2,944
shares
|
$536,249
0.05% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,944
shares
|
$536,249
0.08% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
2,943
shares
|
$536,067
0.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,941
shares
|
$535,703
0.33% of portfolio
|
Q2 2024
Reduced 71.84%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,940
shares
|
$535,521
0.06% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
2,917
shares
|
$531,331
0.28% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
2,916
shares
|
$531,149
0.12% of portfolio
|
Q4 2024
Reduced 3.92%
|