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 |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
27,221
shares
|
$4.96 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
27,215
shares
|
$4.96 Million
2.63% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
27,203
shares
|
$4.96 Million
0.1% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
26,999
shares
|
$4.92 Million
0.07% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
26,997
shares
|
$4.92 Million
1.7% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
26,895
shares
|
$4.9 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
26,850
shares
|
$4.89 Million
2.26% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
26,846
shares
|
$4.89 Million
0.07% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
26,489
shares
|
$4.82 Million
0.38% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
26,486
shares
|
$4.82 Million
4.25% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
26,147
shares
|
$4.76 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
26,131
shares
|
$4.76 Million
1.6% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
26,103
shares
|
$4.75 Million
0.38% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
26,060
shares
|
$4.75 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
26,033
shares
|
$4.74 Million
4.97% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
26,001
shares
|
$4.74 Million
1.48% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Arlington Partners LLC
|
Apr 23, 2025 Q1 2025 |
26,000
shares
|
$4.74 Million
1.96% of portfolio
|
Q1 2025
Reduced 83.9%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
25,998
shares
|
$4.74 Million
0.67% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
25,997
shares
|
$4.74 Million
2.54% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
25,946
shares
|
$4.73 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
25,945
shares
|
$4.73 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
25,906
shares
|
$4.72 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
25,904
shares
|
$4.72 Million
0.09% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
25,849
shares
|
$4.71 Million
0.26% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
25,632
shares
|
$4.67 Million
0.28% of portfolio
|
Q1 2025
Added 515.86%
|