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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
89,741
shares
|
$16.3 Million
0.71% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
89,288
shares
|
$16.3 Million
3.75% of portfolio
|
Q1 2025
Added 45.43%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
89,266
shares
|
$16.3 Million
5.84% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
89,177
shares
|
$16.2 Million
1.41% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
89,002
shares
|
$16.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
88,789
shares
|
$16.2 Million
1.03% of portfolio
|
Q4 2024
Added 35.8%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
88,727
shares
|
$16.2 Million
4.77% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
88,609
shares
|
$16.1 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
88,474
shares
|
$16.1 Million
5.59% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
87,632
shares
|
$16 Million
1.54% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
87,614
shares
|
$16 Million
7.37% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
86,606
shares
|
$15.8 Million
0.98% of portfolio
|
Q3 2022
Added 3.37%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
86,278
shares
|
$15.7 Million
5.07% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
86,153
shares
|
$15.7 Million
1.57% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
85,246
shares
|
$15.5 Million
0.33% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
84,538
shares
|
$15.4 Million
0.43% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
83,930
shares
|
$15.3 Million
2.75% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Mercer Investments LLC
|
May 14, 2024 Q1 2024 |
83,921
shares
|
$15.3 Million
24.45% of portfolio
|
Q1 2024
Reduced 9.66%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
83,193
shares
|
$15.2 Million
8.48% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
82,946
shares
|
$15.1 Million
2.78% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
82,202
shares
|
$15 Million
1.79% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
82,200
shares
|
$15 Million
0.36% of portfolio
|
Q1 2025
Added 24.29%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
82,066
shares
|
$14.9 Million
5.02% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
82,018
shares
|
$14.9 Million
2.28% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
81,812
shares
|
$14.9 Million
1.06% of portfolio
|
Q1 2025
Added 1.85%
|