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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
2,955
shares
|
$538,253
0.04% of portfolio
|
Q1 2025
Added 97.0%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
2,954
shares
|
$538,071
0.12% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
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
|
May 06, 2025 Q1 2025 |
2,943
shares
|
$536,067
0.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,941
shares
|
$535,703
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
2,939
shares
|
$535,338
0.19% of portfolio
|
Q1 2025
Added 25.01%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
2,919
shares
|
$531,695
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
2,907
shares
|
$529,510
0.51% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
2,904
shares
|
$528,963
0.07% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Moulton Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
2,900
shares
|
$528,235
0.4% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
2,900
shares
|
$528,235
0.02% of portfolio
|
Q1 2025
Reduced 40.46%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
2,891
shares
|
$526,595
0.31% of portfolio
|
Q4 2024
Added 98.56%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
2,885
shares
|
$525,502
0.09% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
2,882
shares
|
$524,956
0.01% of portfolio
|
Q1 2025
Reduced 20.06%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
2,879
shares
|
$524,409
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
2,870
shares
|
$522,770
0.49% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
2,866
shares
|
$522,041
0.16% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
2,861
shares
|
$521,131
0.11% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
2,856
shares
|
$520,220
0.21% of portfolio
|
Q1 2025
Added 30.71%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
2,856
shares
|
$520,220
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
2,838
shares
|
$516,941
0.01% of portfolio
|
Q1 2025
New holding
|