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 |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
62,564
shares
|
$11.4 Million
1.96% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
62,555
shares
|
$11.4 Million
6.97% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
62,368
shares
|
$11.4 Million
0.16% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
62,334
shares
|
$11.4 Million
2.27% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
62,191
shares
|
$11.3 Million
0.39% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
62,077
shares
|
$11.3 Million
2.11% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
May 05, 2025 Q1 2025 |
61,948
shares
|
$11.3 Million
7.18% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
61,670
shares
|
$11.2 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
61,642
shares
|
$11.2 Million
1.84% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
61,477
shares
|
$11.2 Million
0.56% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
60,906
shares
|
$11.1 Million
0.17% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
60,645
shares
|
$11 Million
0.21% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
60,571
shares
|
$11 Million
0.63% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
59,915
shares
|
$10.9 Million
6.28% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
59,823
shares
|
$10.9 Million
9.17% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
59,471
shares
|
$10.8 Million
4.42% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
59,123
shares
|
$10.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,998
shares
|
$10.7 Million
0.28% of portfolio
|
Q4 2023
Reduced 1.78%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
58,906
shares
|
$10.7 Million
5.89% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
58,244
shares
|
$10.6 Million
0.1% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
58,178
shares
|
$10.6 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
58,155
shares
|
$10.6 Million
0.09% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
58,042
shares
|
$10.6 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
58,030
shares
|
$10.6 Million
0.22% of portfolio
|
Q3 2022
Added 131.32%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
57,761
shares
|
$10.5 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.42%
|