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 |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
208
shares
|
$37,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
205
shares
|
$37,340
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
201
shares
|
$36,612
0.02% of portfolio
|
Q3 2023
Reduced 29.23%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
201
shares
|
$36,612
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
199
shares
|
$36,247
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
198
shares
|
$36,065
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
196
shares
|
$35,701
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
196
shares
|
$35,701
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
192
shares
|
$34,972
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
192
shares
|
$34,972
0.02% of portfolio
|
Q1 2024
Added 25.49%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
191
shares
|
$34,790
0.01% of portfolio
|
Q4 2021
Added 75.23%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
191
shares
|
$34,790
0.02% of portfolio
|
Q1 2025
Reduced 55.68%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
190
shares
|
$34,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
186
shares
|
$33,879
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
186
shares
|
$33,879
0.04% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
185
shares
|
$33,697
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
175
shares
|
$31,876
0.0% of portfolio
|
Q2 2023
Reduced 30.28%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
164
shares
|
$29,872
0.02% of portfolio
|
Q1 2025
Reduced 68.03%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
162
shares
|
$29,508
0.02% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
162
shares
|
$29,508
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
160
shares
|
$29,144
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
160
shares
|
$29,144
0.01% of portfolio
|
Q2 2024
Reduced 65.29%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
148
shares
|
$26,958
0.02% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
148
shares
|
$26,958
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
145
shares
|
$26,411
0.11% of portfolio
|
Q3 2024
New holding
|