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 |
|---|---|---|---|---|---|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
45,275
shares
|
$8.25 Million
4.51% of portfolio
|
Q1 2025
Added 40.74%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
45,101
shares
|
$8.22 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
45,081
shares
|
$8.21 Million
0.6% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
44,834
shares
|
$8.17 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
44,825
shares
|
$8.16 Million
1.1% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
44,820
shares
|
$8.16 Million
1.14% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
44,373
shares
|
$8.08 Million
0.42% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
44,186
shares
|
$8.05 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
44,126
shares
|
$8.04 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Apr 21, 2025 Q1 2025 |
44,029
shares
|
$8.02 Million
6.05% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
43,350
shares
|
$7.9 Million
0.53% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
43,016
shares
|
$7.84 Million
2.86% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
42,939
shares
|
$7.82 Million
3.41% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
42,894
shares
|
$7.81 Million
0.89% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
42,868
shares
|
$7.81 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Stokes Capital Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
42,825
shares
|
$7.8 Million
2.02% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
42,752
shares
|
$7.79 Million
3.67% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
42,693
shares
|
$7.78 Million
3.8% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
42,682
shares
|
$7.77 Million
1.27% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
42,589
shares
|
$7.76 Million
0.06% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
42,411
shares
|
$7.73 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
42,387
shares
|
$7.72 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
42,255
shares
|
$7.7 Million
1.5% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
42,206
shares
|
$7.69 Million
3.22% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
42,200
shares
|
$7.69 Million
2.94% of portfolio
|
Q3 2023
Reduced 2.57%
|