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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
22,153
shares
|
$4.04 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
22,110
shares
|
$4.03 Million
12.57% of portfolio
|
Q4 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
22,058
shares
|
$4.02 Million
2.12% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
22,038
shares
|
$4.01 Million
0.52% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
22,027
shares
|
$4.01 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
22,026
shares
|
$4.01 Million
2.81% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,995
shares
|
$4.01 Million
0.02% of portfolio
|
Q4 2022
Added 1.99%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
21,995
shares
|
$4.01 Million
2.15% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
21,952
shares
|
$4 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
21,945
shares
|
$4 Million
2.48% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
21,908
shares
|
$3.99 Million
0.83% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
21,900
shares
|
$3.99 Million
0.23% of portfolio
|
Q3 2024
Reduced 17.77%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
21,436
shares
|
$3.9 Million
2.23% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
21,390
shares
|
$3.9 Million
2.5% of portfolio
|
Q2 2022
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
21,335
shares
|
$3.89 Million
0.7% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
21,292
shares
|
$3.88 Million
0.86% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
21,255
shares
|
$3.87 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
21,241
shares
|
$3.87 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
21,231
shares
|
$3.87 Million
1.28% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
21,226
shares
|
$3.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
21,131
shares
|
$3.85 Million
3.4% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
21,031
shares
|
$3.83 Million
0.1% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
20,923
shares
|
$3.81 Million
0.83% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
20,901
shares
|
$3.81 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
20,892
shares
|
$3.81 Million
0.65% of portfolio
|
Q1 2025
Added 1.61%
|