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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
17,459
shares
|
$3.18 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
17,410
shares
|
$3.17 Million
3.42% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
17,405
shares
|
$3.17 Million
2.37% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
17,366
shares
|
$3.16 Million
1.9% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
17,318
shares
|
$3.15 Million
1.95% of portfolio
|
Q1 2025
Reduced 48.24%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
17,268
shares
|
$3.15 Million
0.25% of portfolio
|
Q3 2022
Reduced 0.71%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
17,209
shares
|
$3.13 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
17,163
shares
|
$3.13 Million
2.96% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
17,154
shares
|
$3.12 Million
0.26% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
17,128
shares
|
$3.12 Million
0.38% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
17,103
shares
|
$3.12 Million
1.11% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
17,055
shares
|
$3.11 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
17,045
shares
|
$3.1 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
16,996
shares
|
$3.1 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
16,989
shares
|
$3.09 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
16,957
shares
|
$3.09 Million
2.65% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
16,956
shares
|
$3.09 Million
0.2% of portfolio
|
Q1 2025
Added 62.15%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
16,902
shares
|
$3.08 Million
1.87% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
16,887
shares
|
$3.08 Million
0.4% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
16,883
shares
|
$3.08 Million
0.96% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
16,790
shares
|
$3.06 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
16,747
shares
|
$3.05 Million
0.53% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
16,736
shares
|
$3.05 Million
0.15% of portfolio
|
Q1 2025
Reduced 47.25%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
16,689
shares
|
$3.04 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
16,618
shares
|
$3.03 Million
1.45% of portfolio
|
Q4 2024
New holding
|