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 |
---|---|---|---|---|---|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
1,252
shares
|
$228,051
0.09% of portfolio
|
Q4 2024
Reduced 10.57%
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,247
shares
|
$227,141
0.01% of portfolio
|
Q1 2025
Added 4.18%
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
1,245
shares
|
$226,776
0.07% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,242
shares
|
$226,230
0.04% of portfolio
|
Q4 2023
New holding
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
1,241
shares
|
$226,048
0.15% of portfolio
|
Q1 2025
Added 0.24%
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
1,239
shares
|
$225,683
0.05% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,239
shares
|
$225,683
0.14% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,236
shares
|
$225,137
0.18% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,232
shares
|
$224,408
0.05% of portfolio
|
Q1 2025
Added 12.2%
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
1,230
shares
|
$224,044
0.07% of portfolio
|
Q4 2024
Reduced 28.9%
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
1,227
shares
|
$223,498
0.01% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,226
shares
|
$223,315
0.09% of portfolio
|
Q1 2025
Reduced 90.7%
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,226
shares
|
$223,315
0.08% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
1,225
shares
|
$223,133
0.1% of portfolio
|
Q4 2023
New holding
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
1,224
shares
|
$222,951
0.04% of portfolio
|
Q4 2023
Reduced 18.4%
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
1,224
shares
|
$222,951
0.12% of portfolio
|
Q1 2025
Added 0.25%
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
1,222
shares
|
$222,587
0.1% of portfolio
|
Q1 2025
Added 13.46%
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
1,220
shares
|
$222,223
0.14% of portfolio
|
Q1 2025
Added 454.55%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
1,213
shares
|
$220,947
0.14% of portfolio
|
Q1 2025
Added 5.2%
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
1,211
shares
|
$220,583
0.03% of portfolio
|
Q2 2024
New holding
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
1,208
shares
|
$220,037
0.01% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,207
shares
|
$219,855
0.04% of portfolio
|
Q1 2025
Added 2.64%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
1,205
shares
|
$219,490
0.18% of portfolio
|
Q1 2024
Reduced 10.41%
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
1,205
shares
|
$219,490
0.07% of portfolio
|
Q4 2024
New holding
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
1,204
shares
|
$219,308
0.12% of portfolio
|
Q2 2024
New holding
|