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 |
|---|---|---|---|---|---|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
39,191
shares
|
$7.14 Million
0.61% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
39,076
shares
|
$7.12 Million
6.19% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
39,013
shares
|
$7.11 Million
0.24% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
38,917
shares
|
$7.09 Million
4.81% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
38,837
shares
|
$7.07 Million
5.98% of portfolio
|
Q4 2022
New holding
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
38,670
shares
|
$7.04 Million
4.28% of portfolio
|
Q3 2022
Added 824.46%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
38,608
shares
|
$7.03 Million
1.84% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
38,529
shares
|
$7.02 Million
0.16% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
38,506
shares
|
$7.01 Million
2.13% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
38,478
shares
|
$7.01 Million
2.36% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Tide Cove Capital Partners LLC
San Diego, CA |
Apr 11, 2025 Q1 2025 |
38,461
shares
|
$7.01 Million
6.49% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
38,361
shares
|
$6.99 Million
2.31% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
38,087
shares
|
$6.94 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
38,050
shares
|
$6.93 Million
0.71% of portfolio
|
Q2 2023
Reduced 12.88%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
37,934
shares
|
$6.91 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
37,866
shares
|
$6.9 Million
2.69% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
37,808
shares
|
$6.89 Million
0.51% of portfolio
|
Q4 2022
Added 1.58%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
37,759
shares
|
$6.88 Million
0.5% of portfolio
|
Q1 2025
Reduced 28.94%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
37,710
shares
|
$6.87 Million
0.09% of portfolio
|
Q2 2025
Added 45.58%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
37,425
shares
|
$6.82 Million
0.3% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
37,313
shares
|
$6.8 Million
1.75% of portfolio
|
Q1 2025
Reduced 29.87%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
37,313
shares
|
$6.8 Million
1.93% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
37,124
shares
|
$6.76 Million
4.99% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
May 14, 2025 Q1 2025 |
37,016
shares
|
$6.74 Million
1.56% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
36,922
shares
|
$6.73 Million
1.62% of portfolio
|
Q1 2025
Added 4.17%
|