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 |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
36,729
shares
|
$6.69 Million
2.28% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
36,665
shares
|
$6.68 Million
1.45% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
36,444
shares
|
$6.64 Million
0.9% of portfolio
|
Q2 2023
Added 4.06%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
36,372
shares
|
$6.63 Million
0.3% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
36,280
shares
|
$6.61 Million
1.68% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
36,193
shares
|
$6.59 Million
0.57% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
36,115
shares
|
$6.58 Million
0.35% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
36,068
shares
|
$6.57 Million
0.05% of portfolio
|
Q1 2025
Added 30.28%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
36,009
shares
|
$6.56 Million
1.49% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
35,949
shares
|
$6.55 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
35,819
shares
|
$6.52 Million
1.85% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
35,512
shares
|
$6.47 Million
0.23% of portfolio
|
Q1 2025
Added 131.79%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
35,473
shares
|
$6.46 Million
0.99% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
35,298
shares
|
$6.43 Million
3.38% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
34,715
shares
|
$6.32 Million
1.82% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
34,696
shares
|
$6.32 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
34,580
shares
|
$6.3 Million
0.1% of portfolio
|
Q4 2023
Added 2.38%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
34,533
shares
|
$6.29 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
34,285
shares
|
$6.25 Million
0.61% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
34,160
shares
|
$6.22 Million
4.15% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
33,915
shares
|
$6.18 Million
0.34% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
33,843
shares
|
$6.16 Million
1.36% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
33,747
shares
|
$6.15 Million
0.49% of portfolio
|
Q1 2025
Added 128.98%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
33,681
shares
|
$6.13 Million
3.3% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
33,519
shares
|
$6.11 Million
1.23% of portfolio
|
Q1 2025
Added 0.7%
|