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 2,556 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
17,459
shares
|
$3.18 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
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%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
17,301
shares
|
$3.15 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
17,275
shares
|
$3.15 Million
3.41% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
17,271
shares
|
$3.15 Million
2.62% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
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%
|
|
|
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
|
Jul 10, 2025 Q2 2025 |
17,077
shares
|
$3.11 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
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%
|
|
|
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%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
16,801
shares
|
$3.06 Million
0.99% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
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 |
Jul 16, 2025 Q2 2025 |
16,747
shares
|
$3.05 Million
0.51% 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%
|