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 2,500 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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
160,982
shares
|
$29.3 Million
0.89% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
160,878
shares
|
$29.3 Million
6.08% of portfolio
|
Q2 2022
Reduced 1.86%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
160,494
shares
|
$29.2 Million
5.26% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
158,525
shares
|
$28.9 Million
5.14% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
157,833
shares
|
$28.7 Million
7.1% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
156,919
shares
|
$28.6 Million
0.33% of portfolio
|
Q4 2024
Added 58.92%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
156,393
shares
|
$28.5 Million
4.46% of portfolio
|
Q4 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
155,143
shares
|
$28.3 Million
1.22% of portfolio
|
Q2 2023
Added 10.31%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
155,072
shares
|
$28.2 Million
3.96% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
152,756
shares
|
$27.8 Million
6.75% of portfolio
|
Q1 2025
Added 283.52%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
152,077
shares
|
$27.7 Million
14.62% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
149,253
shares
|
$27.2 Million
0.08% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
148,535
shares
|
$27.1 Million
9.78% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
148,233
shares
|
$27 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
148,029
shares
|
$27 Million
10.33% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
146,365
shares
|
$26.7 Million
6.84% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
143,828
shares
|
$26.2 Million
2.29% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
142,748
shares
|
$26 Million
4.58% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
142,199
shares
|
$25.9 Million
5.69% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
141,261
shares
|
$25.7 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
141,197
shares
|
$25.7 Million
0.17% of portfolio
|
Q4 2024
Added 4322.08%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
141,051
shares
|
$25.7 Million
18.54% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Feb 13, 2025 Q4 2024 |
141,042
shares
|
$25.7 Million
23.56% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
140,712
shares
|
$25.6 Million
1.61% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
138,019
shares
|
$25.1 Million
0.45% of portfolio
|
Q4 2024
Added 0.22%
|