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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
31,256
shares
|
$5.69 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
31,169
shares
|
$5.68 Million
5.14% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
30,980
shares
|
$5.64 Million
4.94% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
30,839
shares
|
$5.62 Million
3.03% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
30,820
shares
|
$5.61 Million
4.04% of portfolio
|
Q1 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
30,782
shares
|
$5.61 Million
0.17% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
30,586
shares
|
$5.57 Million
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
30,542
shares
|
$5.56 Million
3.02% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
30,298
shares
|
$5.52 Million
4.65% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
30,270
shares
|
$5.51 Million
0.15% of portfolio
|
Q1 2025
Added 102.14%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
30,254
shares
|
$5.51 Million
2.31% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
30,245
shares
|
$5.51 Million
3.11% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
30,192
shares
|
$5.5 Million
1.85% of portfolio
|
Q4 2022
Reduced 99.34%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
30,187
shares
|
$5.5 Million
3.7% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
30,142
shares
|
$5.49 Million
1.82% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
30,040
shares
|
$5.47 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
29,769
shares
|
$5.42 Million
1.18% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
29,612
shares
|
$5.39 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
29,593
shares
|
$5.39 Million
1.96% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
29,558
shares
|
$5.38 Million
0.07% of portfolio
|
Q1 2025
Reduced 33.01%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
29,480
shares
|
$5.37 Million
0.89% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
29,449
shares
|
$5.36 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
29,439
shares
|
$5.36 Million
1.54% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
29,419
shares
|
$5.36 Million
0.66% of portfolio
|
Q1 2025
Added 48.8%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
29,309
shares
|
$5.34 Million
3.86% of portfolio
|
Q1 2025
Added 6.26%
|