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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
20,790
shares
|
$3.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
20,685
shares
|
$3.77 Million
0.31% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
20,588
shares
|
$3.75 Million
2.4% of portfolio
|
Q1 2025
Added 13.72%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
20,503
shares
|
$3.73 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
20,487
shares
|
$3.73 Million
5.09% of portfolio
|
Q3 2023
Added 0.94%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
20,464
shares
|
$3.73 Million
0.28% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
20,461
shares
|
$3.73 Million
0.18% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
20,432
shares
|
$3.72 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
20,378
shares
|
$3.71 Million
0.79% of portfolio
|
Q4 2022
Added 1.93%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
20,349
shares
|
$3.71 Million
0.83% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
20,225
shares
|
$3.68 Million
0.12% of portfolio
|
Q1 2025
Reduced 41.48%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
20,071
shares
|
$3.66 Million
0.56% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
20,049
shares
|
$3.65 Million
0.4% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
19,945
shares
|
$3.63 Million
0.68% of portfolio
|
Q1 2025
Reduced 49.33%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
19,943
shares
|
$3.63 Million
0.19% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
19,940
shares
|
$3.63 Million
3.06% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
19,826
shares
|
$3.61 Million
0.03% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
19,789
shares
|
$3.6 Million
0.9% of portfolio
|
Q1 2025
Added 58.86%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
19,688
shares
|
$3.59 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
19,657
shares
|
$3.58 Million
0.91% of portfolio
|
Q2 2024
Reduced 78.23%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
19,647
shares
|
$3.58 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
19,617
shares
|
$3.57 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
19,596
shares
|
$3.57 Million
0.2% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
19,531
shares
|
$3.56 Million
2.14% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
19,508
shares
|
$3.55 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.01%
|