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 |
|---|---|---|---|---|---|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
2,221
shares
|
$404,555
0.25% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
2,216
shares
|
$403,644
0.02% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,204
shares
|
$401,458
0.17% of portfolio
|
Q3 2022
Reduced 76.37%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
2,200
shares
|
$400,730
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
2,192
shares
|
$399,272
0.16% of portfolio
|
Q1 2025
Added 25.19%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,190
shares
|
$398,908
0.12% of portfolio
|
Q1 2025
Added 31.06%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
2,185
shares
|
$397,997
0.16% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,185
shares
|
$397,997
0.15% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
2,185
shares
|
$397,997
0.19% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
2,183
shares
|
$397,633
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
2,172
shares
|
$395,629
0.31% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,164
shares
|
$394,172
0.07% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
2,163
shares
|
$393,990
0.08% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
2,163
shares
|
$393,990
0.07% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
2,163
shares
|
$393,990
0.11% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
2,162
shares
|
$393,808
0.01% of portfolio
|
Q4 2024
Reduced 16.69%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
2,162
shares
|
$393,808
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
2,158
shares
|
$393,079
0.15% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,152
shares
|
$391,986
0.06% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
2,152
shares
|
$391,986
0.14% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
2,147
shares
|
$391,076
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
2,146
shares
|
$390,893
0.12% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
2,145
shares
|
$390,711
0.16% of portfolio
|
Q1 2025
Reduced 57.01%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,143
shares
|
$390,347
0.04% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
2,143
shares
|
$390,347
0.19% of portfolio
|
Q4 2024
Reduced 8.42%
|