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 2,504 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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
137,677
shares
|
$25.1 Million
0.39% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
135,919
shares
|
$24.8 Million
4.5% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
134,696
shares
|
$24.5 Million
4.77% of portfolio
|
Q1 2024
Added 3.26%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
131,830
shares
|
$24 Million
14.75% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
131,237
shares
|
$23.9 Million
0.13% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
129,361
shares
|
$23.6 Million
0.74% of portfolio
|
Q2 2020
Added 7.86%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
128,913
shares
|
$23.5 Million
1.13% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
127,848
shares
|
$23.3 Million
4.12% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
127,285
shares
|
$23.2 Million
0.13% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Mc Carthy Asset Management, Inc.
|
Feb 14, 2025 Q4 2024 |
126,121
shares
|
$23 Million
18.91% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
124,759
shares
|
$22.7 Million
0.69% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
124,476
shares
|
$22.7 Million
0.05% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
124,183
shares
|
$22.6 Million
2.85% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
123,959
shares
|
$22.6 Million
5.92% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
123,192
shares
|
$22.4 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
122,826
shares
|
$22.4 Million
14.29% of portfolio
|
Q4 2024
Added 23.71%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
121,104
shares
|
$22.1 Million
2.27% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Feb 13, 2025 Q4 2024 |
120,302
shares
|
$21.9 Million
9.13% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
119,539
shares
|
$21.8 Million
7.44% of portfolio
|
Q4 2023
Added 293.35%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
118,945
shares
|
$21.7 Million
3.96% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
118,933
shares
|
$21.7 Million
0.07% of portfolio
|
Q3 2022
Added 1.92%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
118,823
shares
|
$21.6 Million
2.68% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
118,448
shares
|
$21.6 Million
13.24% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
116,506
shares
|
$21.2 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
116,204
shares
|
$21.2 Million
7.75% of portfolio
|
Q4 2023
Added 6.21%
|