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 |
|---|---|---|---|---|---|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
1,203
shares
|
$219,126
0.13% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
1,202
shares
|
$218,944
0.05% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,200
shares
|
$218,580
0.02% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
1,198
shares
|
$218,215
0.08% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
1,195
shares
|
$217,669
0.1% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
1,190
shares
|
$216,758
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
1,190
shares
|
$216,758
0.06% of portfolio
|
Q4 2024
Reduced 23.47%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
1,187
shares
|
$216,212
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
1,185
shares
|
$215,847
0.17% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,185
shares
|
$215,847
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
1,183
shares
|
$215,483
0.07% of portfolio
|
Q1 2025
Reduced 24.46%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,183
shares
|
$215,483
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
1,180
shares
|
$214,937
0.04% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,177
shares
|
$214,390
0.11% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
1,175
shares
|
$214,026
0.03% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
1,172
shares
|
$213,479
0.08% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
1,172
shares
|
$213,479
0.12% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
1,170
shares
|
$213,115
0.18% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
1,169
shares
|
$212,933
0.08% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
1,169
shares
|
$212,933
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
1,168
shares
|
$212,751
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
1,165
shares
|
$212,204
0.07% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
1,162
shares
|
$211,658
0.06% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
1,161
shares
|
$211,476
0.0% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
1,160
shares
|
$211,294
0.11% of portfolio
|
Q3 2024
Added 0.43%
|