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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,658
shares
|
$484,154
0.23% of portfolio
|
Q4 2024
Added 28.65%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,653
shares
|
$483,243
0.17% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,650
shares
|
$482,697
0.36% of portfolio
|
Q3 2024
Reduced 34.44%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Jan 30, 2025 Q4 2024 |
2,649
shares
|
$482,515
0.45% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
2,644
shares
|
$481,604
0.03% of portfolio
|
Q1 2025
Reduced 13.23%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,642
shares
|
$481,240
0.17% of portfolio
|
Q1 2023
Added 2.88%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,639
shares
|
$480,693
0.25% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
2,636
shares
|
$480,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
2,636
shares
|
$480,147
0.19% of portfolio
|
Q1 2025
Reduced 26.08%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
2,632
shares
|
$479,418
0.24% of portfolio
|
Q1 2025
Reduced 22.68%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,622
shares
|
$477,597
0.02% of portfolio
|
Q4 2024
Reduced 37.06%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
2,620
shares
|
$477,233
0.03% of portfolio
|
Q4 2023
Reduced 3.29%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,610
shares
|
$475,411
0.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
2,606
shares
|
$474,682
0.51% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
2,601
shares
|
$473,772
0.11% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
2,600
shares
|
$473,590
0.33% of portfolio
|
Q1 2025
Reduced 36.71%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
2,595
shares
|
$472,679
0.1% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
2,594
shares
|
$472,497
0.14% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
2,586
shares
|
$471,039
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,582
shares
|
$470,311
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
2,579
shares
|
$469,764
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,568
shares
|
$467,761
0.1% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
2,564
shares
|
$467,032
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
2,549
shares
|
$464,300
0.25% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
2,548
shares
|
$464,118
0.08% of portfolio
|
Q1 2025
Reduced 4.89%
|