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 |
|---|---|---|---|---|---|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
2,777
shares
|
$505,830
0.27% of portfolio
|
Q4 2024
Reduced 37.31%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
2,777
shares
|
$505,830
0.34% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
2,763
shares
|
$503,280
0.41% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
2,759
shares
|
$502,551
0.1% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
2,757
shares
|
$502,187
0.08% of portfolio
|
Q1 2024
Added 23.52%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
2,755
shares
|
$501,823
0.31% of portfolio
|
Q4 2024
Added 69.02%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
2,753
shares
|
$501,458
0.14% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
2,752
shares
|
$501,276
0.2% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
2,745
shares
|
$500,001
0.1% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
2,744
shares
|
$499,819
0.27% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
2,741
shares
|
$499,273
0.57% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
2,739
shares
|
$498,908
0.16% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
2,734
shares
|
$497,998
0.17% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
2,729
shares
|
$497,087
0.07% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,717
shares
|
$494,901
0.08% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
2,708
shares
|
$493,262
0.26% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,708
shares
|
$493,262
0.17% of portfolio
|
Q3 2022
Added 65.63%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,705
shares
|
$492,715
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
2,701
shares
|
$491,987
0.07% of portfolio
|
Q4 2024
Added 18.36%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
2,688
shares
|
$489,619
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Mar 24, 2025 Q4 2024 |
2,685
shares
|
$489,072
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,677
shares
|
$487,615
0.1% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
2,674
shares
|
$487,069
0.04% of portfolio
|
Q3 2024
Reduced 30.92%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
2,662
shares
|
$484,883
0.3% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
2,662
shares
|
$484,883
0.14% of portfolio
|
Q4 2024
New holding
|