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 2,490 institutions that hold shares in the stock, with a total of 253 Million shares, which have been reported (via 13F filing form) to have a value of $46.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
80,386
shares
|
$14.6 Million
7.4% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
80,323
shares
|
$14.6 Million
1.03% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
80,065
shares
|
$14.6 Million
0.69% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
79,275
shares
|
$14.4 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
79,116
shares
|
$14.4 Million
2.08% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
78,795
shares
|
$14.4 Million
14.24% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
78,369
shares
|
$14.3 Million
11.01% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
78,345
shares
|
$14.3 Million
4.69% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
78,051
shares
|
$14.2 Million
7.13% of portfolio
|
Q2 2024
Reduced 15.16%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
77,152
shares
|
$14.1 Million
3.93% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
76,551
shares
|
$13.9 Million
13.78% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
76,295
shares
|
$13.9 Million
3.17% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
76,178
shares
|
$13.9 Million
4.63% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
75,288
shares
|
$13.7 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
74,691
shares
|
$13.6 Million
8.0% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
74,241
shares
|
$13.5 Million
3.92% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
73,937
shares
|
$13.5 Million
5.21% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
73,666
shares
|
$13.4 Million
2.52% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
73,638
shares
|
$13.4 Million
0.97% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
73,328
shares
|
$13.4 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
73,320
shares
|
$13.4 Million
13.42% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
72,742
shares
|
$13.2 Million
8.46% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
72,127
shares
|
$13.1 Million
0.81% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
72,037
shares
|
$13.1 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
71,852
shares
|
$13.1 Million
0.03% of portfolio
|
Q4 2024
Added 14.47%
|