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 |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
2,193
shares
|
$399,454
0.02% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
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%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
2,185
shares
|
$397,997
0.19% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
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%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2,171
shares
|
$395,447
0.01% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
2,164
shares
|
$394,172
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
2,163
shares
|
$393,990
0.07% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
2,163
shares
|
$393,990
0.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
2,163
shares
|
$393,990
0.11% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
2,162
shares
|
$393,808
0.34% 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%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
2,155
shares
|
$392,533
0.19% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,152
shares
|
$391,986
0.06% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,146
shares
|
$390,893
0.02% of portfolio
|
Q1 2025
Added 119.88%
|
|
|
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%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,143
shares
|
$390,347
0.1% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
2,140
shares
|
$389,801
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
2,140
shares
|
$389,801
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
2,139
shares
|
$389,618
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,138
shares
|
$389,436
0.01% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,137
shares
|
$389,254
0.14% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
2,132
shares
|
$388,343
0.17% of portfolio
|
Q1 2025
Added 6.33%
|