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 |
---|---|---|---|---|---|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
2,054
shares
|
$374,136
0.36% of portfolio
|
Q1 2025
New holding
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,051
shares
|
$373,589
0.25% of portfolio
|
Q1 2025
Added 0.05%
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
2,050
shares
|
$373,407
0.1% of portfolio
|
Q1 2024
Reduced 8.89%
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
2,050
shares
|
$373,407
0.11% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,049
shares
|
$373,225
0.03% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
2,049
shares
|
$373,225
0.06% of portfolio
|
Q1 2025
Added 0.29%
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
2,045
shares
|
$372,496
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
2,043
shares
|
$372,132
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
2,041
shares
|
$371,768
0.42% of portfolio
|
Q1 2025
Added 0.49%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
2,033
shares
|
$370,310
0.12% of portfolio
|
Q1 2025
Added 3.15%
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
2,027
shares
|
$369,218
0.1% of portfolio
|
Q4 2024
Added 3.21%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,015
shares
|
$367,032
0.04% of portfolio
|
Q3 2022
Reduced 6.28%
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
2,012
shares
|
$366,485
0.04% of portfolio
|
Q1 2025
Added 0.25%
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
2,000
shares
|
$364,300
0.22% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
1,986
shares
|
$361,749
0.45% of portfolio
|
Q1 2025
Reduced 36.12%
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
1,982
shares
|
$361,021
0.04% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
1,980
shares
|
$360,657
0.11% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
1,978
shares
|
$360,292
0.23% of portfolio
|
Q4 2022
New holding
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,976
shares
|
$359,928
0.03% of portfolio
|
Q4 2024
Added 15.89%
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
1,971
shares
|
$359,017
0.05% of portfolio
|
Q1 2025
Added 0.61%
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
1,968
shares
|
$358,471
0.02% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
1,966
shares
|
$358,106
0.03% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
1,963
shares
|
$357,560
0.1% of portfolio
|
Q1 2025
Added 0.2%
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
1,963
shares
|
$357,560
0.04% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
1,956
shares
|
$356,285
0.04% of portfolio
|
Q1 2025
Added 6.71%
|