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 |
|---|---|---|---|---|---|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
25,596
shares
|
$4.66 Million
2.07% of portfolio
|
Q2 2022
Reduced 71.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
25,450
shares
|
$4.64 Million
0.4% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
25,427
shares
|
$4.63 Million
1.13% of portfolio
|
Q4 2022
New holding
|
|
|
Strong Box Wealth, LLC
|
May 13, 2025 Q1 2025 |
25,380
shares
|
$4.62 Million
2.02% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
25,217
shares
|
$4.59 Million
2.91% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
25,216
shares
|
$4.59 Million
1.22% of portfolio
|
Q1 2025
Reduced 23.18%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
25,150
shares
|
$4.58 Million
1.77% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
25,130
shares
|
$4.58 Million
1.15% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
25,022
shares
|
$4.56 Million
4.1% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
24,832
shares
|
$4.52 Million
0.72% of portfolio
|
Q1 2025
Reduced 49.97%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
24,718
shares
|
$4.5 Million
2.18% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
24,614
shares
|
$4.48 Million
1.08% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
24,584
shares
|
$4.48 Million
5.15% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
24,553
shares
|
$4.47 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
24,491
shares
|
$4.46 Million
0.69% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
24,459
shares
|
$4.46 Million
4.29% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
24,453
shares
|
$4.45 Million
0.16% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
24,321
shares
|
$4.43 Million
0.91% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
24,229
shares
|
$4.41 Million
2.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
24,038
shares
|
$4.38 Million
0.49% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
24,029
shares
|
$4.38 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
23,945
shares
|
$4.36 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
23,938
shares
|
$4.36 Million
0.7% of portfolio
|
Q3 2022
Added 209.48%
|
|
|
Scott & Selber, Inc.
|
Apr 24, 2025 Q1 2025 |
23,886
shares
|
$4.35 Million
1.48% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
23,861
shares
|
$4.35 Million
1.44% of portfolio
|
Q1 2025
Reduced 4.49%
|