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 |
|---|---|---|---|---|---|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
18,592
shares
|
$3.39 Million
2.24% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
18,577
shares
|
$3.38 Million
0.53% of portfolio
|
Q1 2025
Reduced 69.14%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
18,526
shares
|
$3.37 Million
2.74% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Baron Wealth Management LLC
Troy, MI |
May 14, 2025 Q1 2025 |
18,505
shares
|
$3.37 Million
1.58% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
18,501
shares
|
$3.37 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
18,478
shares
|
$3.37 Million
4.41% of portfolio
|
Q3 2023
Reduced 8.79%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
18,354
shares
|
$3.34 Million
0.6% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
18,342
shares
|
$3.34 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
18,330
shares
|
$3.34 Million
0.79% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
18,306
shares
|
$3.33 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
17,922
shares
|
$3.26 Million
2.53% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
17,816
shares
|
$3.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
17,754
shares
|
$3.23 Million
0.75% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
17,716
shares
|
$3.23 Million
0.35% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
17,714
shares
|
$3.23 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
17,690
shares
|
$3.22 Million
0.22% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
17,682
shares
|
$3.22 Million
0.96% of portfolio
|
Q1 2025
Added 51.31%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
17,664
shares
|
$3.22 Million
1.83% of portfolio
|
Q1 2025
Added 25.1%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
17,627
shares
|
$3.21 Million
0.23% of portfolio
|
Q1 2025
Added 186.62%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,625
shares
|
$3.21 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
17,624
shares
|
$3.21 Million
1.47% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
17,617
shares
|
$3.21 Million
0.38% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
17,604
shares
|
$3.21 Million
1.44% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
17,569
shares
|
$3.2 Million
0.24% of portfolio
|
Q1 2025
Added 95.49%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
17,477
shares
|
$3.18 Million
3.58% of portfolio
|
Q1 2025
Reduced 4.76%
|