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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
57,675
shares
|
$10.5 Million
0.79% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
57,165
shares
|
$10.4 Million
0.8% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
57,137
shares
|
$10.4 Million
0.09% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
57,106
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Added 32.16%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
57,053
shares
|
$10.4 Million
5.72% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
56,783
shares
|
$10.3 Million
0.32% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
56,641
shares
|
$10.3 Million
1.5% of portfolio
|
Q2 2023
Reduced 0.05%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
56,221
shares
|
$10.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
55,991
shares
|
$10.2 Million
1.33% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
55,589
shares
|
$10.1 Million
7.09% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
55,346
shares
|
$10.1 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
55,197
shares
|
$10.1 Million
0.6% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
55,141
shares
|
$10 Million
1.32% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Apr 14, 2025 Q1 2025 |
54,754
shares
|
$9.97 Million
6.13% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
54,753
shares
|
$9.97 Million
0.03% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
54,697
shares
|
$9.96 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
54,459
shares
|
$9.92 Million
5.24% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
54,376
shares
|
$9.9 Million
0.57% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
53,824
shares
|
$9.8 Million
3.48% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
53,459
shares
|
$9.74 Million
0.8% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
53,295
shares
|
$9.71 Million
0.39% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
53,289
shares
|
$9.71 Million
0.71% of portfolio
|
Q1 2025
Added 20.23%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
53,231
shares
|
$9.7 Million
3.3% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
53,219
shares
|
$9.69 Million
4.05% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
53,212
shares
|
$9.69 Million
5.82% of portfolio
|
Q4 2024
Added 7.64%
|