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 2,536 institutions that hold shares in the stock, with a total of 217 Million shares, which have been reported (via 13F filing form) to have a value of $39.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
100,771
shares
|
$18.4 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
98,875
shares
|
$18 Million
7.04% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
98,318
shares
|
$17.9 Million
3.08% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
98,083
shares
|
$17.9 Million
0.78% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
97,330
shares
|
$17.7 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
96,789
shares
|
$17.6 Million
3.38% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
95,731
shares
|
$17.4 Million
4.89% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
95,720
shares
|
$17.4 Million
2.3% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
95,547
shares
|
$17.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
95,270
shares
|
$17.4 Million
4.07% of portfolio
|
Q1 2025
Added 55.97%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
95,120
shares
|
$17.3 Million
0.57% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
94,870
shares
|
$17.3 Million
0.58% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
94,472
shares
|
$17.2 Million
0.56% of portfolio
|
Q1 2025
Added 78.05%
|
|
|
Mittelman Wealth Management
Andover, MA |
May 15, 2025 Q1 2025 |
93,934
shares
|
$17.1 Million
16.44% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
93,819
shares
|
$17.1 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
93,802
shares
|
$17.1 Million
5.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
92,601
shares
|
$16.9 Million
0.59% of portfolio
|
Q4 2023
New holding
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
92,407
shares
|
$16.8 Million
2.19% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
92,268
shares
|
$16.8 Million
0.79% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Dan L Duncan Foundation
Houston, TX |
Nov 14, 2024 Q3 2024 |
91,966
shares
|
$16.8 Million
24.23% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
91,818
shares
|
$16.7 Million
7.76% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
91,598
shares
|
$16.7 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
90,395
shares
|
$16.5 Million
5.39% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
90,377
shares
|
$16.5 Million
0.7% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
90,204
shares
|
$16.4 Million
2.3% of portfolio
|
Q1 2025
Reduced 2.21%
|