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 |
|---|---|---|---|---|---|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
1,749
shares
|
$318,580
0.06% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,749
shares
|
$318,580
0.31% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
1,748
shares
|
$318,398
0.08% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
1,746
shares
|
$318,033
0.08% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
1,744
shares
|
$317,669
0.17% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,743
shares
|
$317,487
0.13% of portfolio
|
Q1 2025
Added 5026.47%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
1,741
shares
|
$317,123
0.28% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,738
shares
|
$316,576
0.21% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
1,734
shares
|
$315,848
0.33% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
1,732
shares
|
$315,483
0.06% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
1,732
shares
|
$315,483
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Financial Advisors LLC
|
May 19, 2025 Q1 2025 |
1,728
shares
|
$314,755
0.11% of portfolio
|
Q1 2025
Added 244.22%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
1,726
shares
|
$314,390
0.01% of portfolio
|
Q1 2025
Reduced 40.13%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,721
shares
|
$313,480
0.39% of portfolio
|
Q3 2022
Reduced 23.1%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jun 16, 2025 Q1 2025 |
1,721
shares
|
$313,480
0.22% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
1,710
shares
|
$311,476
0.05% of portfolio
|
Q1 2024
Reduced 47.79%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
1,709
shares
|
$311,294
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,709
shares
|
$311,294
0.1% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
1,698
shares
|
$309,290
0.11% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,695
shares
|
$308,744
0.07% of portfolio
|
Q4 2024
Reduced 38.05%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
1,692
shares
|
$308,197
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,689
shares
|
$307,651
0.05% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,680
shares
|
$306,012
0.08% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,677
shares
|
$305,465
0.02% of portfolio
|
Q4 2023
Added 9.97%
|
|
|
Strategic Wealth Investment Group, LLC
|
Apr 14, 2025 Q1 2025 |
1,673
shares
|
$304,736
0.56% of portfolio
|
Q1 2025
Reduced 56.35%
|