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 |
|---|---|---|---|---|---|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
1,672
shares
|
$304,554
0.06% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
1,666
shares
|
$303,461
0.02% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,665
shares
|
$303,279
0.09% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
1,664
shares
|
$303,097
0.11% of portfolio
|
Q3 2024
Added 40.3%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
1,662
shares
|
$302,733
0.18% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
1,657
shares
|
$301,822
0.28% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
1,651
shares
|
$300,729
0.02% of portfolio
|
Q4 2024
Added 42.82%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
1,639
shares
|
$298,543
0.11% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
1,637
shares
|
$298,179
0.06% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
1,633
shares
|
$297,450
0.02% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,632
shares
|
$297,268
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
1,632
shares
|
$297,268
0.01% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,629
shares
|
$296,722
0.03% of portfolio
|
Q3 2022
Added 3.93%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,623
shares
|
$295,629
0.2% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Lake Hills Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,622
shares
|
$295,447
0.2% of portfolio
|
Q1 2023
Reduced 22.5%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
1,622
shares
|
$295,447
0.03% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
1,622
shares
|
$295,447
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
1,621
shares
|
$295,265
0.16% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,616
shares
|
$294,354
0.05% of portfolio
|
Q4 2022
Reduced 22.38%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,616
shares
|
$294,354
0.05% of portfolio
|
Q1 2024
Added 25.27%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,616
shares
|
$294,354
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
1,609
shares
|
$293,079
0.08% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,603
shares
|
$291,986
0.0% of portfolio
|
Q3 2024
Reduced 40.87%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
1,602
shares
|
$291,804
0.04% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,601
shares
|
$291,622
0.07% of portfolio
|
Q1 2025
Added 4.57%
|