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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
53,098
shares
|
$9.67 Million
1.63% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
53,038
shares
|
$9.66 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
52,873
shares
|
$9.63 Million
1.34% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Vpr Management LLC
Houston, TX |
May 15, 2025 Q1 2025 |
52,630
shares
|
$9.59 Million
4.69% of portfolio
|
Q4 2024
Reduced 59.34%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
52,507
shares
|
$9.56 Million
0.27% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Safir Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
51,932
shares
|
$9.46 Million
7.57% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
51,454
shares
|
$9.37 Million
0.65% of portfolio
|
Q1 2025
Added 103.51%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
51,448
shares
|
$9.37 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
51,101
shares
|
$9.31 Million
4.12% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
51,016
shares
|
$9.29 Million
1.66% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
50,481
shares
|
$9.2 Million
0.19% of portfolio
|
Q1 2025
Added 20.78%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
49,947
shares
|
$9.1 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
49,570
shares
|
$9.03 Million
0.52% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
49,452
shares
|
$9.01 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
49,314
shares
|
$8.98 Million
2.92% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
49,206
shares
|
$8.96 Million
0.35% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
49,180
shares
|
$8.96 Million
1.87% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
48,946
shares
|
$8.92 Million
0.08% of portfolio
|
Q1 2025
Added 136.92%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
48,782
shares
|
$8.89 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
48,602
shares
|
$8.85 Million
3.22% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
48,572
shares
|
$8.85 Million
4.05% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
48,331
shares
|
$8.8 Million
0.21% of portfolio
|
Q1 2025
Added 2.54%
|