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 |
|---|---|---|---|---|---|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
1,540
shares
|
$280,511
0.12% of portfolio
|
Q2 2024
Reduced 16.98%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
1,540
shares
|
$280,511
0.08% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
1,540
shares
|
$280,511
0.15% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,528
shares
|
$278,325
0.1% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
1,528
shares
|
$278,325
0.02% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
1,528
shares
|
$278,325
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
1,524
shares
|
$277,596
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
1,522
shares
|
$277,232
0.02% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
1,521
shares
|
$277,050
0.07% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,520
shares
|
$276,868
0.09% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
1,516
shares
|
$276,139
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,515
shares
|
$275,957
0.0% of portfolio
|
Q4 2022
Reduced 14.84%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
1,510
shares
|
$275,046
0.13% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
1,506
shares
|
$274,317
0.2% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
1,504
shares
|
$273,953
0.06% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,501
shares
|
$273,407
0.1% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
1,501
shares
|
$273,407
0.02% of portfolio
|
Q2 2024
Reduced 69.94%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
1,500
shares
|
$273,225
0.02% of portfolio
|
Q2 2022
Reduced 27.36%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
1,500
shares
|
$273,225
0.03% of portfolio
|
Q4 2024
Reduced 27.01%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$273,225
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,496
shares
|
$272,496
0.04% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
1,496
shares
|
$272,496
0.02% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
1,493
shares
|
$271,949
0.11% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
1,491
shares
|
$271,585
0.2% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
1,482
shares
|
$269,946
0.05% of portfolio
|
Q4 2024
Added 0.34%
|