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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
81,186
shares
|
$14.8 Million
0.71% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
80,716
shares
|
$14.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
79,500
shares
|
$14.5 Million
14.25% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
79,306
shares
|
$14.4 Million
5.04% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
79,248
shares
|
$14.4 Million
2.69% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
May 08, 2025 Q1 2025 |
78,051
shares
|
$14.2 Million
7.46% of portfolio
|
Q2 2024
Reduced 15.16%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
77,970
shares
|
$14.2 Million
1.24% of portfolio
|
Q1 2025
Added 27.13%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
77,808
shares
|
$14.2 Million
13.76% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
77,475
shares
|
$14.1 Million
2.99% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
77,295
shares
|
$14.1 Million
0.16% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
77,000
shares
|
$14 Million
0.08% of portfolio
|
Q1 2025
Added 96.31%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
76,908
shares
|
$14 Million
8.52% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
76,772
shares
|
$14 Million
3.86% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
76,331
shares
|
$13.9 Million
1.21% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
76,300
shares
|
$13.9 Million
2.85% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
75,902
shares
|
$13.8 Million
0.58% of portfolio
|
Q1 2025
Added 95.68%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
75,828
shares
|
$13.8 Million
0.01% of portfolio
|
Q1 2025
Added 38.72%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
75,814
shares
|
$13.8 Million
1.16% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
74,984
shares
|
$13.7 Million
16.73% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
74,873
shares
|
$13.6 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
74,864
shares
|
$13.6 Million
7.84% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
74,514
shares
|
$13.6 Million
4.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
74,407
shares
|
$13.6 Million
0.35% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
73,891
shares
|
$13.5 Million
0.74% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
73,638
shares
|
$13.4 Million
0.97% of portfolio
|
Q3 2023
Added 0.33%
|