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 |
|---|---|---|---|---|---|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
13
shares
|
$2,367
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
10
shares
|
$1,821
0.01% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
9
shares
|
$1,639
0.0% of portfolio
|
Q1 2025
Reduced 97.19%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
9
shares
|
$1,639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
8
shares
|
$1,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
7
shares
|
$1,275
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
7
shares
|
$1,275
0.0% of portfolio
|
Q3 2024
Reduced 99.23%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
6
shares
|
$1,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
6
shares
|
$1,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
5
shares
|
$910
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
5
shares
|
$910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
5
shares
|
$910
0.0% of portfolio
|
Q1 2025
Reduced 84.85%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
5
shares
|
$910
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
3
shares
|
$546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
3
shares
|
$546
0.01% of portfolio
|
Q1 2025
Reduced 97.73%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
2
shares
|
$364
0.0% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
2
shares
|
$364
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
1
shares
|
$182
0.0% of portfolio
|
Q1 2025
Reduced 99.02%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
1
shares
|
$182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|