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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
1,241,673
shares
|
$226 Million
10.4% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,208,252
shares
|
$220 Million
4.4% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
1,179,433
shares
|
$215 Million
20.87% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,168,349
shares
|
$213 Million
0.55% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,108,152
shares
|
$202 Million
0.19% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,057,341
shares
|
$193 Million
0.21% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
975,758
shares
|
$178 Million
0.18% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
954,913
shares
|
$174 Million
6.08% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
931,754
shares
|
$170 Million
1.3% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
900,389
shares
|
$164 Million
0.59% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
899,372
shares
|
$164 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
891,032
shares
|
$162 Million
2.03% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
869,891
shares
|
$158 Million
0.32% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
863,372
shares
|
$157 Million
0.26% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
854,648
shares
|
$156 Million
1.99% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
823,026
shares
|
$150 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
792,142
shares
|
$144 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
742,806
shares
|
$135 Million
5.18% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
735,957
shares
|
$134 Million
0.35% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
723,499
shares
|
$132 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
694,758
shares
|
$127 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
673,352
shares
|
$123 Million
0.7% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
664,918
shares
|
$121 Million
4.26% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
660,392
shares
|
$120 Million
7.93% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
641,881
shares
|
$117 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.39%
|