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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
33,407
shares
|
$6.09 Million
0.3% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
33,387
shares
|
$6.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
33,376
shares
|
$6.08 Million
0.48% of portfolio
|
Q1 2025
Reduced 13.75%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
33,318
shares
|
$6.07 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
33,174
shares
|
$6.04 Million
3.37% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
32,966
shares
|
$6 Million
0.42% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
32,937
shares
|
$6 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
32,823
shares
|
$5.98 Million
2.73% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
32,801
shares
|
$5.97 Million
2.09% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
32,654
shares
|
$5.95 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
32,557
shares
|
$5.93 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
32,520
shares
|
$5.92 Million
0.17% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
32,346
shares
|
$5.89 Million
2.58% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
32,344
shares
|
$5.89 Million
3.1% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
32,334
shares
|
$5.89 Million
1.85% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
32,313
shares
|
$5.89 Million
0.03% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
32,295
shares
|
$5.88 Million
0.3% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
32,140
shares
|
$5.85 Million
1.45% of portfolio
|
Q1 2025
New holding
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
32,067
shares
|
$5.84 Million
1.17% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
31,971
shares
|
$5.82 Million
2.83% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
31,580
shares
|
$5.75 Million
2.2% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
31,577
shares
|
$5.75 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
31,499
shares
|
$5.74 Million
2.0% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
31,374
shares
|
$5.71 Million
2.73% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
31,355
shares
|
$5.71 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.16%
|