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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
23,848
shares
|
$4.34 Million
0.14% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
23,846
shares
|
$4.34 Million
0.5% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
23,841
shares
|
$4.34 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
23,831
shares
|
$4.34 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
23,772
shares
|
$4.33 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
23,720
shares
|
$4.32 Million
0.0% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
23,681
shares
|
$4.31 Million
3.07% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
23,432
shares
|
$4.27 Million
2.52% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
23,304
shares
|
$4.24 Million
1.19% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
23,278
shares
|
$4.24 Million
0.65% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
23,245
shares
|
$4.23 Million
0.33% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
23,142
shares
|
$4.22 Million
3.06% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
23,105
shares
|
$4.21 Million
0.18% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
23,067
shares
|
$4.2 Million
0.3% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
22,999
shares
|
$4.19 Million
0.49% of portfolio
|
Q1 2024
Added 4.03%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
22,988
shares
|
$4.19 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
22,980
shares
|
$4.19 Million
2.14% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
22,839
shares
|
$4.16 Million
1.69% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
22,756
shares
|
$4.15 Million
2.32% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
22,754
shares
|
$4.14 Million
1.42% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
22,689
shares
|
$4.13 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
22,591
shares
|
$4.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
22,364
shares
|
$4.07 Million
0.93% of portfolio
|
Q2 2022
Reduced 51.44%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
22,326
shares
|
$4.07 Million
2.9% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
22,233
shares
|
$4.05 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.86%
|