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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,380
shares
|
$2.44 Million
0.25% of portfolio
|
Q2 2023
Reduced 43.38%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
13,362
shares
|
$2.43 Million
0.14% of portfolio
|
Q2 2022
Reduced 7.51%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
13,343
shares
|
$2.43 Million
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
13,342
shares
|
$2.43 Million
1.17% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
13,323
shares
|
$2.43 Million
1.86% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
13,254
shares
|
$2.41 Million
0.04% of portfolio
|
Q4 2024
Added 20.78%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
13,240
shares
|
$2.41 Million
0.31% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
13,193
shares
|
$2.4 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
13,176
shares
|
$2.4 Million
0.32% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
13,171
shares
|
$2.4 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
13,170
shares
|
$2.4 Million
0.18% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
13,152
shares
|
$2.4 Million
0.2% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
13,115
shares
|
$2.39 Million
1.21% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
13,112
shares
|
$2.39 Million
1.37% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
13,088
shares
|
$2.38 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
13,080
shares
|
$2.38 Million
0.1% of portfolio
|
Q1 2025
Added 58.74%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
13,043
shares
|
$2.38 Million
1.1% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
13,036
shares
|
$2.37 Million
0.16% of portfolio
|
Q4 2023
Reduced 5.41%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
13,000
shares
|
$2.37 Million
0.26% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
12,999
shares
|
$2.37 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
12,923
shares
|
$2.35 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
12,898
shares
|
$2.35 Million
0.16% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,878
shares
|
$2.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.48%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
12,868
shares
|
$2.34 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
12,863
shares
|
$2.34 Million
1.95% of portfolio
|
Q1 2025
Reduced 4.67%
|