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 2,552 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
67,232
shares
|
$12.2 Million
0.85% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
67,167
shares
|
$12.2 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
66,974
shares
|
$12.2 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
66,722
shares
|
$12.2 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
66,699
shares
|
$12.1 Million
0.24% of portfolio
|
Q1 2025
Reduced 36.65%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
66,434
shares
|
$12.1 Million
5.95% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
66,337
shares
|
$12.1 Million
0.21% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
66,199
shares
|
$12.1 Million
10.44% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
65,943
shares
|
$12 Million
1.72% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
65,924
shares
|
$12 Million
3.01% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
65,879
shares
|
$12 Million
0.91% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
65,766
shares
|
$12 Million
0.38% of portfolio
|
Q1 2025
Reduced 41.29%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
65,545
shares
|
$11.9 Million
3.93% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
65,419
shares
|
$11.9 Million
0.18% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
65,401
shares
|
$11.9 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
65,087
shares
|
$11.9 Million
0.48% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
65,020
shares
|
$11.8 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
64,989
shares
|
$11.8 Million
0.16% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
64,602
shares
|
$11.8 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
63,972
shares
|
$11.7 Million
0.31% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
63,934
shares
|
$11.6 Million
0.29% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
63,856
shares
|
$11.6 Million
0.34% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
63,485
shares
|
$11.6 Million
0.08% of portfolio
|
Q1 2025
Added 46.04%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
63,298
shares
|
$11.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
63,172
shares
|
$11.5 Million
0.49% of portfolio
|
Q1 2025
Reduced 32.81%
|