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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
73,601
shares
|
$13.4 Million
0.86% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
73,076
shares
|
$13.3 Million
0.03% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
72,978
shares
|
$13.3 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
72,529
shares
|
$13.2 Million
2.64% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
71,725
shares
|
$13.1 Million
0.04% of portfolio
|
Q1 2025
Added 1073.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
71,678
shares
|
$13.1 Million
0.21% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
71,540
shares
|
$13 Million
0.01% of portfolio
|
Q3 2022
Added 0.24%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
71,356
shares
|
$13 Million
0.03% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
70,955
shares
|
$12.9 Million
5.58% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
70,700
shares
|
$12.9 Million
4.41% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
69,758
shares
|
$12.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
69,341
shares
|
$12.6 Million
0.34% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
69,303
shares
|
$12.6 Million
4.61% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
68,916
shares
|
$12.6 Million
6.58% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
68,430
shares
|
$12.5 Million
0.78% of portfolio
|
Q4 2022
Added 22.18%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
68,399
shares
|
$12.5 Million
4.06% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
68,074
shares
|
$12.4 Million
5.88% of portfolio
|
Q1 2023
Added 565.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
68,040
shares
|
$12.4 Million
0.27% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
67,958
shares
|
$12.4 Million
1.68% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
67,828
shares
|
$12.4 Million
0.27% of portfolio
|
Q3 2022
Added 99.77%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
67,667
shares
|
$12.3 Million
6.63% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
May 13, 2025 Q1 2025 |
67,523
shares
|
$12.3 Million
13.39% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
67,432
shares
|
$12.3 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
67,300
shares
|
$12.3 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
67,232
shares
|
$12.2 Million
0.85% of portfolio
|
Q1 2025
Added 5.52%
|