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 |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
2,636
shares
|
$480,147
0.04% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
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%
|
|
|
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.
|
May 08, 2025 Q1 2025 |
2,611
shares
|
$475,593
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
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%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
2,600
shares
|
$473,590
0.33% of portfolio
|
Q1 2025
Reduced 36.71%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
2,599
shares
|
$473,407
0.02% of portfolio
|
Q1 2025
Reduced 99.35%
|
|
|
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
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
2,580
shares
|
$469,947
0.0% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Brookmont Capital Management
Dallas, TX |
May 12, 2025 Q1 2025 |
2,576
shares
|
$469,218
0.26% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
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%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
2,562
shares
|
$466,668
0.07% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
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%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
2,544
shares
|
$463,389
0.09% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
2,536
shares
|
$461,932
0.27% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
2,531
shares
|
$461,021
0.01% of portfolio
|
Q1 2025
Added 94.1%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
2,523
shares
|
$459,564
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
2,517
shares
|
$458,471
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
2,516
shares
|
$458,289
0.04% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
2,510
shares
|
$457,196
0.13% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
2,510
shares
|
$457,196
0.2% of portfolio
|
Q1 2025
Reduced 15.88%
|