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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
313
shares
|
$57,012
0.01% of portfolio
|
Q3 2024
Reduced 25.12%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
309
shares
|
$56,284
0.01% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
300
shares
|
$54,645
0.03% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
294
shares
|
$53,552
0.01% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
294
shares
|
$53,552
0.04% of portfolio
|
Q1 2025
Added 332.35%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
293
shares
|
$53,369
0.03% of portfolio
|
Q2 2024
Added 78.66%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
290
shares
|
$52,823
0.03% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
288
shares
|
$52,459
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
280
shares
|
$51,002
0.05% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
274
shares
|
$49,909
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
267
shares
|
$48,634
0.04% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
262
shares
|
$47,723
0.02% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
261
shares
|
$47,541
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
250
shares
|
$45,537
0.03% of portfolio
|
Q1 2019
Reduced 0.79%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
250
shares
|
$45,537
0.04% of portfolio
|
Q1 2022
Added 25.0%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
245
shares
|
$44,626
0.0% of portfolio
|
Q4 2023
Reduced 71.18%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
244
shares
|
$44,444
0.03% of portfolio
|
Q4 2024
Reduced 69.11%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
243
shares
|
$44,262
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
232
shares
|
$42,258
0.02% of portfolio
|
Q1 2025
Added 197.44%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
231
shares
|
$42,076
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
230
shares
|
$41,894
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
222
shares
|
$40,437
0.03% of portfolio
|
Q2 2023
Added 86.55%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
220
shares
|
$40,073
0.0% of portfolio
|
Q4 2024
Added 41.03%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
219
shares
|
$39,890
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
209
shares
|
$38,069
0.0% of portfolio
|
Q1 2023
Reduced 3.24%
|