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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
29,254
shares
|
$5.33 Million
0.05% of portfolio
|
Q1 2025
Reduced 23.91%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,238
shares
|
$5.33 Million
0.28% of portfolio
|
Q3 2022
Added 71.96%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
29,187
shares
|
$5.32 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
29,168
shares
|
$5.31 Million
1.7% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
29,143
shares
|
$5.31 Million
0.08% of portfolio
|
Q1 2025
Added 912.26%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
29,067
shares
|
$5.29 Million
1.81% of portfolio
|
Q1 2025
Reduced 33.31%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
29,064
shares
|
$5.29 Million
0.43% of portfolio
|
Q1 2025
Reduced 22.94%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
29,036
shares
|
$5.29 Million
1.39% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
28,929
shares
|
$5.27 Million
2.94% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
28,916
shares
|
$5.27 Million
4.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
28,735
shares
|
$5.23 Million
2.1% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
28,576
shares
|
$5.21 Million
3.54% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
28,446
shares
|
$5.18 Million
1.46% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
28,140
shares
|
$5.13 Million
1.9% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
27,994
shares
|
$5.1 Million
5.36% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
27,935
shares
|
$5.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
27,863
shares
|
$5.08 Million
0.51% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
27,846
shares
|
$5.07 Million
1.86% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
27,748
shares
|
$5.05 Million
2.28% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
27,733
shares
|
$5.05 Million
3.88% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
27,697
shares
|
$5.05 Million
4.35% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
27,557
shares
|
$5.02 Million
1.13% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
27,536
shares
|
$5.02 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
27,271
shares
|
$4.97 Million
0.15% of portfolio
|
Q4 2023
Reduced 9.79%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
27,271
shares
|
$4.97 Million
1.46% of portfolio
|
Q1 2025
Added 7.88%
|