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 |
|---|---|---|---|---|---|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
42,178
shares
|
$7.68 Million
7.29% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
42,174
shares
|
$7.68 Million
1.2% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
42,129
shares
|
$7.67 Million
5.49% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
42,015
shares
|
$7.65 Million
0.88% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
41,975
shares
|
$7.65 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
41,871
shares
|
$7.63 Million
0.26% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
41,751
shares
|
$7.6 Million
0.69% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
41,615
shares
|
$7.58 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
41,348
shares
|
$7.53 Million
2.68% of portfolio
|
Q1 2025
Added 22.26%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
41,144
shares
|
$7.49 Million
4.01% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
40,988
shares
|
$7.47 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
40,971
shares
|
$7.46 Million
0.43% of portfolio
|
Q1 2025
Added 15.96%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
40,746
shares
|
$7.42 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
40,708
shares
|
$7.41 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
40,693
shares
|
$7.41 Million
4.85% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
40,480
shares
|
$7.37 Million
4.42% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
40,442
shares
|
$7.37 Million
8.33% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
40,439
shares
|
$7.37 Million
0.02% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
40,179
shares
|
$7.32 Million
3.7% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
39,930
shares
|
$7.27 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
39,808
shares
|
$7.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
39,797
shares
|
$7.25 Million
0.24% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
39,551
shares
|
$7.2 Million
0.07% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
39,518
shares
|
$7.2 Million
3.18% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
39,460
shares
|
$7.19 Million
2.6% of portfolio
|
Q1 2025
Reduced 2.89%
|