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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,894
shares
|
$344,992
0.07% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
1,888
shares
|
$343,899
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
1,887
shares
|
$343,717
0.03% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
1,879
shares
|
$342,259
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
1,879
shares
|
$342,259
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
1,873
shares
|
$341,166
0.14% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,870
shares
|
$340,620
0.19% of portfolio
|
Q1 2025
Reduced 35.18%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
1,870
shares
|
$340,620
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,869
shares
|
$340,438
0.02% of portfolio
|
Q4 2023
Reduced 5.89%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
1,863
shares
|
$339,345
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
1,862
shares
|
$339,163
0.07% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,856
shares
|
$338,070
0.02% of portfolio
|
Q4 2022
Added 2.77%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
1,854
shares
|
$337,706
0.16% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
1,853
shares
|
$337,523
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,848
shares
|
$336,613
0.05% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
1,848
shares
|
$336,613
0.03% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Barnett & Company, Inc.
|
Feb 11, 2025 Q4 2024 |
1,847
shares
|
$336,431
0.24% of portfolio
|
Q1 2024
Added 1.09%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
1,846
shares
|
$336,248
0.14% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
1,844
shares
|
$335,884
0.05% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
1,844
shares
|
$335,884
0.08% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
1,837
shares
|
$334,609
0.11% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
1,836
shares
|
$334,427
0.1% of portfolio
|
Q3 2023
Reduced 0.05%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
1,834
shares
|
$334,063
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,834
shares
|
$334,063
0.32% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,833
shares
|
$333,880
0.04% of portfolio
|
Q4 2024
Reduced 1.35%
|